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Analysis

Ellen Gaske

16 November 2021 • By Ellen Gaske and Robert Tipp • 1 min read

Market begins to buy the Fed’s narrative

On balance, the Federal Reserve’s 3 November meeting was in line with what we expected. As widely anticipated, the Fed announced tapering of asset p...

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Ellen Gaske

Putting China in perspective

The opening of China’s domestic capital market provides both opportunities and challenges for global investors. Of late, regulatory shifts have esca...

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Ellen Gaske

Finding gems in emerging markets

Emerging markets have traditionally been considered to be higher in risk for investors, but the market is evolving and growing, and in the midst of th...

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Ellen Gaske

Recognising green economy investment opportunity

The transition to a carbon neutral and green economy is underway, but the pathway is also paved with traditional forms of energy. While this creates i...

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Ellen Gaske

Australians could pay the price for overexposure to trending assets

Inflation concerns, high valuations and even a potential energy crisis are among the numerous challenges that now threaten to bring over a decade of...

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Ellen Gaske

Why it pays to get your financials in order before you seek external investment

The COVID-19 pandemic has put paid to many things but companies seeking venture capital and going public are not among these. In fact, the reverse. Ou...

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Ellen Gaske

Climate disclosure – more green tape or a driver of real change?

Climate change, as a global systemic risk, is impacting our economies, societies and our physical environment more than ever before. And the world is ...

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Ellen Gaske

‘Lowe’ interest rates for longer increase focus on real estate debt yield

The governor of the Reserve Bank, Philip Lowe, restated his position that the RBA does not foresee cash rates changing before 2024. That is, these rem...

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Ellen Gaske

High expectations that COP26 will be a transformative summit

There are high expectations that COP 26 will be a transformative summit for our planet. Major announcements are expected on several topics including: ...

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Ellen Gaske

Does ESG investing improve performance?

Environmental, social and governance (ESG) investing is among the industry’s fastest growing trends, catching the attention of investors in a way th...

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