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Analysis

01 December 2023 • By Stephen Miller • 1 min read

RBA: Alert but not alarmed

I think it unlikely that the Reserve Bank of Australia (RBA) board meeting on 5 December will decide on a further hike in the policy rate. The Octo...

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Opening private markets to smaller investors

There is increasing investor interest in private markets. And a large part of that increasing interest is from smaller investors who are seeking how t...

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Is it (im)possible to invest in biodiversity?

The financial sector has recently been showing a growing interest in investing in biodiversity-related financial instruments. In Robeco’s annual ...

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Bitcoin could soar to new highs if spot ETFs are approved in the US

The price of bitcoin and Ethereum could rally significantly if a spot bitcoin exchange traded fund (ETF) is approved in the US, which would greatly bo...

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Common global definitions on responsible investment to help reduce greenwashing

A new global guidance on terms used in responsible investing will help to promote greater consistency between asset managers in describing their inves...

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Why the ‘high for longer’ narrative is flawed

The market view on growth has undergone a furious transformation this year. In January, we were bracing ourselves for a hard landing. Then we were tol...

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Why hasn’t consumer spending fallen off a cliff?

Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising real wages. Global investo...

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Short or long fixed income?

Central banks have continued to be active during the Northern summer, despite little macro data. The European Central Bank (ECB) has restated its c...

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Base case of churn and earn, with symmetrical risks around bull case

Most bond market participants were ready for the bear market to end a year ago. In terms of total return, one could make the case that it did: many bo...

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Super funds need to put transaction costs front of mind

The ability for Australian super funds to monitor and manage both explicit and implicit transaction costs is becoming front of mind as the potential f...

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