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19 November 2019 • By Lachlan Maddock • 1 min read

Is QE really our best option?

The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...

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Trump’s speech casts trade deal into uncertainty

The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New York Economic Club. Trade...

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Going active with multi-asset investing

Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sources of ret...

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How banks are still being impacted by the GFC

Although it’s been more than a decade, the fallout from the global financial crisis (GFC) is still impacting banks in the way they raise and hold ca...

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September’s value rotation and asking ‘What if things change?’

September saw a sharp rotation to value on the back of a slight bump in US bond yields, driven by a change in sentiment towards the macro outlook. Thi...

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The unintended consequences of ultra-low interest rates

The RBA cut Australia’s cash rate to a record low 0.75 per cent in October with many predicting further interest rate cuts to come. Interest rates i...

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How Australia’s infra peak 2020 will fuel industrial property

A new report from Centuria Capital Group goes into depth about the five major market movements that will affect industrial property in combination, na...

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What are banks getting into with Saudi Aramco?

The world’s most profitable company is set to go public, but that comes with a number of risks. Saudi Aramco (SA) had a net income of $111 billio...

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Yield curve inversion and negative bond yields – Is it different this time?

With cash and term deposit returns at record lows and a puzzling absence of inflation across the globe, risk-sensitive investors are buying governme...

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Rebalancing real estate portfolios by selectively exploring US investment solutions

Australian investors’ home country bias approach to real estate investing has worked out quite well given the robust performance of the domestic rea...

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