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19 November 2019 • By Douglas Huey • 1 min read
We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few years. Ber...
READ MORE The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...
READ MORE 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...
READ MORE Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sources of ret...
READ MORE 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...
READ MORE 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...
READ MORE 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...
READ MORE A new report from Centuria Capital Group goes into depth about the five major market movements that will affect industrial property in combination, na...
READ MORE 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...
READ MORE 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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