Taking point on property

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Property ownership is wired into the Australian psyche with “the great Australian dream” having been passed from generation to generation. In this paper we look at the behaviour of investors... Read more continue reading

The case for global real estate

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Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores the benefits of investing in global real estate – from accessing listed asset classes not easily accessible in Australia,... Read more continue reading

Commodities – supply has arrived but where is the demand?

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There has been plenty of focus on the increased supply of Australia’s mining and energy exports following the tremendous investment in this sector over the past decade. The unprecedented investment... Read more continue reading

Crying wolf

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“Greed, for lack of a better word is good. Greed is right, Greed works. Greed clarifies, cuts through and captures the essence of evolutionary spirit” Gordon Gecko (Wall St) These... Read more continue reading

Taking stock – Still the only game in town

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The only game in town continues to play for Australian Equity investors. Over the past year the ASX200 index is flat, but Resources and Energy are both down 25%. Every... Read more continue reading

RIAA benchmarking report confirms strong performance of ethical investment

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Australian Ethical has welcomed the outcome of the latest Responsible Investment Association of Australia (RIAA) benchmarking report, saying the results reflect an increasing demand for responsible investment products. The report... Read more continue reading

Survival strategies for market turbulence

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The fear of losing retirement savings sees many people move their superannuation to cash investments in preparation for this new phase of life. The experience of those who retired in... Read more continue reading

Europe’s consumer-led recovery not just about the oil price

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Consumer spending in the euro area is now growing at its fastest since 2007. Lower oil prices have helped but are only part of the story, in our view. There’s... Read more continue reading

Comparing XTBs and Hybrids

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Comparing Exchange Traded Bond units (XTBs) with other investments in the fixed income world. In this paper we look at how XTBs and Hybrids compare and contrast. The first Classes... Read more continue reading

Retain global equities overweight despite Fed hikes ahead: Nikko Asset Management’s updated house view

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Global equities overweight stance backed by G3 growth Fed likely to raise interest rates three times by end of 2015 starting in September Maintains underweight stance on European equities amid... Read more continue reading