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Analysis

Mark Baker

28 January 2020 • By Mark Baker • 1 min read

Should investors be positive about emerging market debt in 2020?

Yes. Real and nominal interest rates are extremely low in developed markets, leaving limited room to cut rates. But real interest rates are positive a...

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Mark Baker

The rise and rise of ETFs: Why advisers should consider ETFs

When a product, be it consumer or financial, reaches a growth rate of 18 per cent per year, it’s headed for mainstream status, or is already there. ...

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Mark Baker

Is Brexit over? A Q&A

The UK clears a significant hurdle in leaving the EU on 31 January, but the final and bigger hurdle comes on 31 December, writes Michael Metcalfe, glo...

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Mark Baker

On my mind: Will the US economy survive the politics in 2020?

New year, new decade – we’re off to the races. I have a few concerns about 2020, and some ideas on how to make it a successful year from an invest...

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Mark Baker

Solid AREIT sector returns likely for 2020

The strong performance by the Australian Real Estate Investment Trust (AREIT) sector in 2019 will continue to be well supported throughout the coming ...

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Mark Baker

Going greener – reasons to be cheerful

News of devastating hurricanes, floods, droughts, wildfires and temperature extremes underscores the urgent need to combat climate change. However, by...

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Mark Baker

Global equities can help investors benefit from falling AUD

One of the many benefits of investing in global equities is protection against imported inflation. Imported inflation can be caused by a weakening ...

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Mark Baker

Economic and market outlook for 2020

As we enter 2020, a number of factors have increased our optimism on the global growth outlook and significantly reduced the chance of recession this ...

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Mark Baker

Other people’s money: A decade on the frontlines of finance

Lower returns, risky investments and climate change will dominate headlines over the coming years as money managers navigate a brave new world. I b...

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Mark Baker

Impact of blazing bushfires leaves the cost of inaction obvious

The impact of the climate crisis on public policy and investment decisions will be broad-reaching. As the decade begins alongside a raging bushfire cr...

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