Diversify to manage inflation risks

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As investors grapple with the current environment of low economic growth, high inflation (a situation known as stagflation) as well as tightening monetary and fiscal policy along with geopolitical risks,... Read more continue reading

Opportunities after the market sell-off?

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The recent sell-off in markets has been savage. Many investors are now looking for the opportunities and interest in “market bottoms” is on trend. Media intensity of “Market Bottom” trending... Read more continue reading

The time is nigh for impact investing

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As the world grasps the reality that our modes of production and consumption threaten our ability to prosper and even exist, the momentum to implement solutions has never before been... Read more continue reading

The long-term prospects of natural gas and midstream assets

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While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment. In this article, Peter... Read more continue reading

ALP key infrastructure policy positions and opportunities for investors

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Investment opportunities abound As shown in the table below, we see significant infrastructure investment over coming decades in Australia. Just the detailed Net Zero and emission reduction plans present a... Read more continue reading

What does the inverse yield curve mean for fixed income investors?

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The US interest rate yield curve has moved into ‘inverse’ territory, causing concern among some fixed income investors – but not all. Steve Fleming, Chief Executive Officer of Gryphon Capital... Read more continue reading

The importance of growth regimes to asset allocation decisions

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This is the first of three articles aimed at providing advisers with a framework around asset allocation that will assist with client discussions and their portfolio strategy in these uncertain... Read more continue reading

A bird in the hand is worth two in the bush

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Risk assets have gotten off to a historically poor start in 2022, a year in which seemingly diversified portfolios have been generating undiversified returns. Stocks and government bonds are down... Read more continue reading

Foreign buyers continue to hunt for local property

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Interest from foreign investors in Australian property, including residential, remains strong despite the impact of lockdowns and property tax rates, according to HLB Mann Judd Melbourne partner, Josh Chye. Mr... Read more continue reading

Income alternatives more relevant as inflation surges and rates in ‘catch-up’ mode

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The RBA may have raised interest rates, but growing inflation has left cash investors so far behind they are unlikely to see the benefits from rate rises for some time,... Read more continue reading