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Analysis

Reece Birtles

04 March 2022 • By Reece Birtles • 1 min read

Reheating the energy sector

The Australian energy sector had been a notable underperformer relative to the broader market since the onset of the COVID-19 pandemic in 2020, but th...

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Reece Birtles

Finding income from global equities in a volatile market

To say that equity markets got off to a rocky start in 2022 would be an understatement. In an environment like the one we currently find ourselves in,...

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Reece Birtles

Strategies for rising inflation and market volatility

As investors start to confront the prospect of rising interest rates, there are a number of strategies that can be deployed to address the risks of hi...

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Reece Birtles

3 risks for 2022

Two years into the COVID-19 pandemic, we are living and investing in a world which is still riddled with uncertainty. This uncertainty brings three ke...

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Reece Birtles

Providing ESG solutions that meet the needs of your clients

The demand for environmental, social and governance (ESG) solutions from investors has grown significantly in recent years. Despite this popularity, i...

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Reece Birtles

Investing sustainably amid rising rates

As inflation rises around the world, forcing major central banks to consider increasing interest rates after an extended period of “lower for longer...

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Reece Birtles

Changing the rhetoric – dynamic times ahead

The housing market activity in 2021 is going to be a tough act to follow – after dwelling values soured 22.2 per cent nationally to December 2021 �...

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Reece Birtles

Buy and hold may now be a busted flush

By now, everyone will have personally experienced rising inflation. Whether it is energy bills, the cost of groceries or a haircut, inflation is the t...

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Reece Birtles

Beyond footprinting: Applying financials to carbon risk

In his 2022 annual letter to CEOs, BlackRock’s Larry Fink said, “Every company and every industry will be transformed by the transition to a net z...

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Reece Birtles

The importance of building a resilient portfolio

Portfolio theory has evolved over time and even though the basic premise of the 60/40 growth/defensive portfolio still stands up, there is an increasi...

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