Market risks: A golden era no more

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With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying asset prices higher, as they did in the decade following the Global Financial Crisis,... Read more continue reading

Reporting season shows resilience of company performance despite fears about inflation, rate rises and recession

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As we approach the end of Australian company reporting season, the results have demonstrated resilience of company performance in the face of fears about inflation, rate rises and recession notes... Read more continue reading

Semiconductors are the new oil in the world of artificial intelligence

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In a world of artificial intelligence (AI), semiconductors are the new ‘oil’, says Munro Partners’ founding partner and chief investment officer, Nick Griffin. During a panel discussion at the Portfolio... Read more continue reading

Circling around on ESG

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Ask any group of people about ESG and you are likely to unleash a torrent of answers. Much of this comprises a revolving argument on whether or not ESG is... Read more continue reading

Good signs for global listed infrastructure in the coming year

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Global listed infrastructure performed true to label in 2022, which was a tumultuous year for asset markets. The sector lagged global equities over 2020 and 2021, missing out on a... Read more continue reading

Lowe’s woe

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2022 may have been an annus horribilis for RBA Governor, Philip Lowe. And so far 2023 doesn’t seem to be much better. In the last week he has been pilloried... Read more continue reading

Natixis Investment Managers survey finds elevated inflation and a recession are inevitable, but expectations for returns are optimistic

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Following a year of high inflation, geopolitical turmoil and spiking energy prices, professional fund selectors are expecting more of the same in 2023, with 62% globally, and 74% in Asia,... Read more continue reading

Can AREITs continue their run as reporting season reveals all?

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AREITs have jumped out of the blocks in 2023 and there is some optimism this asset class can continue its recovery, however there are some key questions for this reporting... Read more continue reading

Has the market seen something that the rest of us have not?

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Like everyone else, I’ve been surprised by the market’s rally since its October low. Not so much that it happened, but when it arrived. I expected the market to turn... Read more continue reading

Building portfolios to keep retirees invested

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Building portfolios for retirees is one of the toughest tasks in finance. Retirees in typical defined contribution superannuation funds must transition from the mindset of simply growing a pot of... Read more continue reading