Global credit offers upside for investors into 2024

From

Investing in global credit strategies can offer investors attractive go-forward returns as interest rates level off and the default environment is proving better than anticipated, according to leading global alternative... Read more continue reading

Picking winners in a higher rate environment

From

Key points: Australian consumers, like their US counterparts, have proven remarkably resilient in the face of sticky inflation and rising interest rates. Discretionary spending has thus far held up, and... Read more continue reading

What does ‘higher for longer’ mean for real estate?

From

The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long... Read more continue reading

To hedge or not to hedge

From

There are lots of great reasons to invest in global equities. However, many investors don’t realise they may be investing in two asset classes – equities and currency. This article... Read more continue reading

Is wage inflation being underestimated? Implications for the Australian small cap market

From

In recent times, the cost of living in Australia has grown faster than salaries, meaning ‘real’ wages have gone backwards. We believe this is about to reverse as the lagging... Read more continue reading

Quality companies combat market uncertainty

From

Investment portfolios should be more weighted towards quality companies to help weather current market uncertainty, according to Zenith Investment Partners head of portfolio solutions Steven Tang. Mr Tang says a... Read more continue reading

Global Private Credit has bigger role to play as inflation/interest rate cushion for investors

From

Global private credit can play a bigger role in diversifying Australian investment portfolios, as sticky inflation and the prospect of yet more rate rises continue to eat into returns. This... Read more continue reading

Institutional investor equity holdings slip to 29-month low

From

State Street Global Markets has released the results of the State Street Institutional Investor Indicators for October. The State Street Risk Appetite index fell to -0.55 from -0.18, showing that,... Read more continue reading

Dynamic asset allocation a key to attractive returns

From

Traditional asset allocation may not suit the new world of higher interest rates and higher inflation and a more dynamic approach to portfolio construction will be required to generate attractive... Read more continue reading

The Value of Advice – Understanding investor behaviour

From

Investor behaviour cannot always be anticipated, particularly during periods of significant change and market volatility. More than ever, advisers are helping clients navigate the emotional side of their financial affairs... Read more continue reading