Factor investing in action, across regions, cycles and asset classes

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In article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring its origins and academic basis, the nature of commonly used... Read more continue reading
13 Jul 2020

New study reveals you can predict when interest rates will rise

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Can interest rate moves – and therefore bond returns – be accurately predicted? This question has intrigued finance academics and practitioners for decades, as government bonds represent one of the... Read more continue reading
10 Jul 2020

2019-20 saw poor returns – but it could have been much worse

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Key points 2019-20 saw a rough ride for investors as coronavirus hit resulting in small losses for well diversified investors. Key lessons for investors from the last financial year were... Read more continue reading
09 Jul 2020

RBA continues to eschew a negative rates policy

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While acknowledging the severe damage to the economy from the COVID-19 crisis and the now elevated potential risks of ‘second wave’ COVID-19 infections, the Governor and RBA Board continue to... Read more continue reading
09 Jul 2020

Investors seeking better rates of return from fixed income

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As investors seek alternative sources of yield, many are recognising that investing in directly originated private loans to Australian companies can generate an important source of alternative income. In response... Read more continue reading
08 Jul 2020

Surviving the dividend drought

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Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time... Read more continue reading
06 Jul 2020

Volatility stirs as fears grow over a ‘second wave’ and IMF downgrades global growth outlook

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Key points: Market sentiment has turned negative on concern that the spreading coronavirus could force policy makers to slow the pace, or reverse, business re-openings. The International Monetary Fund downgraded... Read more continue reading
26 Jun 2020

Using infrastructure debt in a diversified portfolio

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In the first of a two-part series on asset allocation and infrastructure debt, Andrew Jones, Global Head of Infrastructure Debt at AMP Capital, provides a framework for considering infrastructure debt in the... Read more continue reading
26 Jun 2020

Capital raisings, a source for outsized returns

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Market participants, especially equity investors, can be forgiven if the words déjà vu spring to mind during this COVID-19 period. Although there are definite similarities between the Australian equity market... Read more continue reading
26 Jun 2020

Covid-19 will have long lasting social and economic consequences

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The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens. In a recent research... Read more continue reading
25 Jun 2020