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Analysis

Lachlan Hughes

05 October 2021 • By Lachlan Hughes • 1 min read

How COVID-19 busted a longstanding funds management myth

The funds management industry has thankfully been relatively unscathed by COVID-19. By and large, managers of all sizes have been able to carry on,...

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Lachlan Hughes

Can infrastructure investments provide protection from rising inflation?

With inflation in Australia and other markets on the rise, investors are considering how to protect their portfolios from any potential negative impac...

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Lachlan Hughes

Holding an ESG mirror up to superfunds and financial services

ESG (environmental, social and governance) themes are increasingly front of mind for superfunds and the financial services sector. And rightfully so, ...

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Lachlan Hughes

Bond markets nervous but accepting of central banks benign inflation view

Central bank chiefs are sticking to a benign inflation view, maintaining the narrative around inflations being “transitory”, writes Stephen Miller...

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Lachlan Hughes

How financial inclusion is an economic benefit for all

COVID-19 has had a devastating effect on the world’s economies but it’s the vulnerable groups that are bearing the brunt, including around access ...

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Lachlan Hughes

The outlook for forestry as a climate solutions asset class

The latest report by the Intergovernmental Panel on Climate Change (IPCC) left no doubt that rapid and deep reductions in greenhouse gas emissions are...

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Lachlan Hughes

China, the Evergrande saga and Macau

China has embarked on an ambitious reform agenda based upon four key themes. First is to build a modern regulatory and tax architecture driven by the ...

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Lachlan Hughes

Deep water waves

Deep water waves originate in depths of around 200 metres or more. They start out wide and accelerate rapidly, twisting and changing as they brush the...

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Lachlan Hughes

The missing asset class in portfolio diversification

With interest rates at near-historic lows, Australian investors face a conundrum: invest in low-yielding fixed interest assets and accept an income re...

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Lachlan Hughes

Private credit funds and non-bank lenders – a good opportunity for income investors

In the current low interest rate environment, many investors are looking for alternative sources of income-producing investments without taking on too...

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