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Analysis

Sinéad Rafferty

05 April 2022 • By Sinéad Rafferty • 1 min read

Is it time for an overweight allocation to Australian shares?

For decades, Australian investors have been encouraged to look beyond their backyard for investment opportunities. Holding an overweight exposure t...

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Sinéad Rafferty

Shaping investment strategy in natural climate solutions - a critical pathway to net zero

Climate change is a major consideration for the strategic asset allocation decisions of some of the world’s largest investors, with a growing number...

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Sinéad Rafferty

10 themes for the year that will have major economic, political and market impact

The current geopolitical events on top of the ever-present COVID-19 virus pandemic might make it seem like the world has been turned upside down. Yet,...

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Sinéad Rafferty

Cryptocurrency regulation could be a maker or breaker for long-term success

The government continues the narrative of cryptocurrency regulation with the recent announcement of its intent to introduce a market licence regime fo...

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Sinéad Rafferty

Quality real assets providing inflationary safety net for investors

It’s been an interesting few months for the AREIT sector. Following a significant sell-off in January, the February company reporting season saw the...

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Sinéad Rafferty

Do environmental, social and governance factors influence stock prices?

Climate change looks set to be a key battleground, as we approach the federal election in May with many voters, and investors alike, calling for m...

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Sinéad Rafferty

Green hydrogen good for climate but tough investment

Interest in green hydrogen has risen sharply as its many vocal supporters back it to slow the climate crisis but finding investment value requires a d...

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Sinéad Rafferty

Volatility to persist but growth tipped for global small caps

The early part of 2022 has been characterised by a significant rotation out of growth and into value-driven stocks on the back of interest rate uncer...

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Sinéad Rafferty

How innovative solutions can preserve our most precious resource

Across the globe, two billion people, or one quarter of the world’s population, do not have access to one of life’s essentials – clean, safe and...

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Sinéad Rafferty

The cost of climate change

Climate change is perhaps the greatest threat to prosperity that humankind has ever faced. The World Meteorological Organization reported in 2021 that...

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