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Analysis

15 August 2023 • By Rick Romano • 1 min read

‘Great reset’ presents great opportunity for REITs

The past 18 months have been a wild ride for global real estate markets. The sharp rise in global interest rates over the past year is driving a �...

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Corporate Australia’s 50 shades of green

Net zero greenhouse gas emissions by 2050 and a 50 per cent reduction by 2030. That target has become the gold standard for environmentally-friendly c...

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Emerging market local debt: The stars may soon be aligning

In the current uncertain markets, Australian institutional investors should take another look at emerging market debt, a segment that is often under-r...

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The time is right for investment grade credit

Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential fo...

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Small caps to benefit from global supply chain disruption

Businesses are building up their logistics operations in response to widespread supply chain rising tensions with China, which could lead to favourabl...

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Here’s the proof private market valuations aren’t bogus

In 2022, there was one overriding refrain that dominated discussion about private markets: “Valuations in private markets are bogus”. Bogus is ser...

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Finding value after the great reset

The past 18 months have been something of a wild ride for global real estate investment markets. Government bond yields, investment-grade credit yi...

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Managing investment tension remains paramount

The mid-point of 2023 has just been reached and right now, investors are facing tension. Interest rate and inflation tensions have dominated most of t...

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Outlook ripe for active ETFs to prove their worth

When Dr Raphael Arndt, chief executive officer of Australia’s Future Fund, makes a public statement, it makes investors sit up and take notice. I...

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5 unstoppable themes set to shape the market throughout 2023

The year 2022 posed significant challenges for various asset classes, but the tides have turned in 2023, showcasing a remarkable resurgence in investm...

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