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Analysis

29 August 2023 • By Tim Richardson • 1 min read

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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Emerging market local debt: The stars may soon be aligning

In the current uncertain markets, Australian institutional investors should take another look at emerging market debt, a segment that is often under-r...

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The time is right for investment grade credit

Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential fo...

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Small caps to benefit from global supply chain disruption

Businesses are building up their logistics operations in response to widespread supply chain rising tensions with China, which could lead to favourabl...

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Here’s the proof private market valuations aren’t bogus

In 2022, there was one overriding refrain that dominated discussion about private markets: “Valuations in private markets are bogus”. Bogus is ser...

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Finding value after the great reset

The past 18 months have been something of a wild ride for global real estate investment markets. Government bond yields, investment-grade credit yi...

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