Can infrastructure equities cope with rising rates?
BNY Mellon Investment Management's James Lydotes fields one of his most frequently asked questions: do rising interest rates and inflation adversely impact investing in the infrastructure space?
Super shouldn’t be a lottery
The Productivity Commission has made a number of sensible recommendations about the selection of default super funds that would reduce the ‘randomness’ of the current system.
Is this as good as it gets?
While we can expect robust year-on-year earnings growth in the US and Europe, much of the good news in equity markets is already ‘priced in’, writes MFS Investment Management's James Swanson.
Renewables will drive next industrial revolution
The fourth industrial revolution is coming, but it will be driven by renewable energy rather than robotics and artificial intelligence, writes Investec Asset Management's Michael Power.
China's MSCI inclusion has room to grow
The much-anticipated MSCI China A Share inclusion occurred on 31 May 2018, and so far it has been a pretty smooth implementation, writes Nikko Asset Management's Eng-Teck Tan.
