Residential strength and fundamentals underscore AREIT opportunity

From

The latest reporting season has reinforced the resilience of the AREIT sector, with improving residential momentum and stable operating fundamentals despite ongoing interest rate uncertainty, according to Grant Berry, AREIT... Read more continue reading

Private credit’s other lanes still offer value

From

Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality, stale valuations, looser underwriting, redemption risk in certain types of funds, and... Read more continue reading

Global dividends key to generating sustainable yield: GSFM

From

Sticky inflation has seen the real returns from cash based investment sitting in negative territory – prompting many investors to look further afield. And while Australian investors love their income... Read more continue reading

CPD: Global growth equities – the investment case

From

Growth style investing is a strategy focused on capital appreciation. It achieves this by targeting companies that exhibit above-average growth in earnings, revenue or cash flow compared to the broader... Read more continue reading

China Government Work Report – Stability with gradual rebalancing underway

From

China’s latest Government Work Report delivered few surprises. Most quantitative targets aligned closely with market expectations, reinforcing a message of policy continuity: stable growth, calibrated adjustment, and incremental easing rather... Read more continue reading

Australian economic view – March 2026

From

Market review A hiking Reserve Bank of Australia (RBA), balanced against a global risk off environment, resulted in the Australian bond market, as measured by the Bloomberg AusBond Composite 0+... Read more continue reading

Macroscope: War in the Gulf

From

Two outsized geopolitical risks have been on the market’s radar for years, though not always with equal prominence. The first is an escalation in Taiwan, and the second is one... Read more continue reading

CPD: How to thrive amid a confluence of generational shifts

From

Key takeaways While change is normal in the global economy, today’s environment stands apart for its confluence of transformational and multi-generational shifts. As a result of this rare convergence, the... Read more continue reading

Of bots and men and investing in the age of AI, Franklin Templeton Fixed Income CIO shares investment outlook

From

Franklin Templeton Fixed Income CIO Sonal Desai believes that as AI evolves at a faster pace, it will be a fluid situation, but identifying the industries and companies likely to... Read more continue reading

Ten stats that matter 

From

From how AI is already shaping businesses and markets via data centres and drug trials, to precious metals, defence spending and demographics around the world, Talaria Co-CIO Hugh Selby-Smith outlines... Read more continue reading