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Analysis

Lydia Carstensen

08 October 2019 • By Lydia Carstensen • 1 min read

The rise of insurance alternatives: Part one

The insurance market is hardening which means customers can’t always find traditional insurance solutions for their risk. This has increased demand ...

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Lydia Carstensen

In a post-cycle world, earnings growth is king

Investors who are concerned about the economic and investment outlooks are increasingly asking us two questions: “Where are we in the cycle?” and ...

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Lydia Carstensen

Trade war escalation puts global growth outlook on a knife edge

“Tell me why Xi should not continue to wait out ‘the world’s greatest negotiator’ who keeps ‘dealing with himself’?”. An apt comment in ...

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Lydia Carstensen

Asian energy demand to fuel growth of real assets

Funding for fulfilling demand across the Asian energy supply chain can’t be met by governments alone. Continued high growth in energy demand in the ...

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Lydia Carstensen

Find the gap, don’t mind the gap

Investors looking for attractive yields need look no further than real estate – in its listed or unlisted form. Here, I look at yield differentials...

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Lydia Carstensen

Should the RBA think twice before implementing ‘unconventional’ monetary policy?

Concerns are rising among professional economists about the outlook for the Australian economy. The recent GDP release showed that private demand i...

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Lydia Carstensen

Meet the invisible helpers that are revolutionising the way the finance industry operates

Robotic process automation (RPA) is now ripe for adoption across Australia’s financial services sector and the size and composition of the workforce...

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Lydia Carstensen

Ongoing trade war could push AUD below 60 cents – how could investors potentially profit from this?

This weekend’s announcements by President Donald Trump that the US/China trade war can last another year or more (beyond the November 2020 US presid...

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Lydia Carstensen

Where should you invest in a low rate environment?

Globally, the world seems to be entering a period of slower growth. Volatility has been driving weaker sentiment, and the repercussions of trade wars ...

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Lydia Carstensen

Bonds: The shifting investment landscape

A fixed-income investor today is in a truly excruciating position. Yields are at or near historic lows in the developed world, spreads are tighter ...

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