Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement

Analysis

default image

15 November 2019 • By Lachlan Maddock • 1 min read

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

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...

READ MORE
default image

The outlook for infrastructure investments

The global economy is slowing down at an increasing speed. The IMF projects real economic growth in advanced economies to slow down from 2.2 per cent ...

READ MORE