29 August 2023 • By Tim Wood • 1 min read
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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Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures,...
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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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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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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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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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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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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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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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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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