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Analysis

Anton Tagliaferro

12 November 2019 • By Anton Tagliaferro & Hugh Giddy • 1 min read

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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Anton Tagliaferro

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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Anton Tagliaferro

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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Anton Tagliaferro

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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Anton Tagliaferro

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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Anton Tagliaferro

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 ...

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Anton Tagliaferro

Is human intelligence redundant in investment management?

Advances in machine learning and artificial intelligence have been nothing short of extraordinary over the past 10 years. Investment management acr...

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Anton Tagliaferro

US-China: Deal or no deal?

The prospects of a US-China trade deal have been cast into uncertainty following the cancellation of the APEC summit in Chile. But that’s not the on...

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Anton Tagliaferro

Sustainable pricing – an industry changer

As a key strategy to protect a client’s wealth on an ongoing basis, life insurance is an important purchase. It is, after all, a product “for life...

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Anton Tagliaferro

Being cooperative makes you a better leader

Game theory is a field that applies mathematics to understand the science behind logical decision-making behavior and social structures. It has bee...

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