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Analysis

Omar Khan

02 November 2021 • By Omar Khan • 1 min read

‘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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Omar Khan

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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Omar Khan

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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Omar Khan

Evergrande: A controlled demolition

Rumblings of a default continue to grow for Evergrande, China’s cash-strapped property titan and the most indebted company in the world. Teetering ...

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Omar Khan

Prospect of volatility points to need for hedging

In today’s yield-compressed world, investors globally need to face up to a precarious quandary: how to generate attractive returns without exposing ...

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Omar Khan

The race to net zero: A case of ‘when’, not ‘if’

The recent and monumental climate change report from the IPCC gave a stark code red warning to humanity and detailed the impact it is making on the en...

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Omar Khan

3 reasons to consider adding global microcaps to your investment portfolio

When investors hear the word microcaps, most immediately think about speculative, tiny companies. However, in the global space, microcaps offer much m...

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Omar Khan

A unique $17m approach to managing ESG

The $13 billion La Trobe Financial has seven decades of operational history as a good steward of other peoples’ capital. Recently we sat down with t...

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Omar Khan

Infrastructure has an edge as a long-term income solution

With government bond yields at record lows and in many cases delivering negative real yields, investors have had to look to additional asset classes t...

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Omar Khan

Climate change transition risk impacts sovereign bond markets

With ESG and climate change increasingly front of mind for global investors in all asset classes, a new study from UTS Sydney, Ardea Investment Manage...

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