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Analysis

12 September 2023 • By Pete Robinson • 1 min read

The dangers of long COVID

Like most, the memories of COVID-19 seem like a dream. For most of society, lives have moved back to normal with a few exceptions such as the working ...

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Understanding ESG risks

We manage money for a wide range of investors, each with different perspectives and goals. While some focus purely on financial return, others have st...

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AI – Sizing the market opportunity?

The main workhorse of AI has been machine learning, a system that autonomously learns and improves from data, without being explicitly programmed. ...

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Why Australian investors will be looking to park their funds in unconventional property propositions in FY2024

Retail and office values are in the doldrums and that means the smart money will be chasing alternative assets that offer rolled gold risk-reward rati...

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Is ESG spend by companies good or bad? It depends

Both financial advisers and investors have told me that they don’t like to see companies spending money on ESG. Many see it as window dressing: fluf...

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Should Australian global equity investors hedge their foreign currency exposure?

Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures,...

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Real assets likely to outperform, caution over China and is AI the solution to our productivity problem?

Can AI solve the productivity problem across Western economies? The strength in the US market thus far in 2023 would indicate they believe yes. Whi...

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China, an enticing prospect in second half of 2023

At the start of the year, China was the focus of many investors’ attention and hopes. Its relaxing of strict COVID-19 rules, and reopening of its...

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‘Great reset’ presents great opportunity for REITs

The past 18 months have been a wild ride for global real estate markets. The sharp rise in global interest rates over the past year is driving a �...

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Corporate Australia’s 50 shades of green

Net zero greenhouse gas emissions by 2050 and a 50 per cent reduction by 2030. That target has become the gold standard for environmentally-friendly c...

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