Australian recession risk lower than Northern Hemisphere

From

Growth has been resilient, but inflation is receding only slowly, and central banks have not finished tightening. Meanwhile, recession indicators are still flashing warning signals. In our view, this creates... Read more continue reading

Institutional investors turn to infrastructure, private assets to meet realities of a new market regime

From

Faced with profound market change, both current and contemplated, institutional investors around the world are taking concerted action to better position their portfolios for the future—from increasing investments in infrastructure... Read more continue reading

Grey divorce and estate planning  

From

Divorce at any age is tough. When you’re older at the time of divorce, it’s crucial that you consider how you split your assets and the implications this will have... Read more continue reading

Lessons learnt from company confession season

From

In the post GFC environment, many investors focused principally on one number during reporting season – revenue growth. The implied justification was that due to quantitative easing, capital was abundant... Read more continue reading

Central bank policy and rising interest rates a distraction for Australians

From

Focusing on central bank policy is more of a distraction than anything else for Australians looking to purchase property, according to Chris Bedingfield, principal and portfolio manager of global real... Read more continue reading

“Knee-jerk” policies created rental crisis – PIPA

From

Years of knee-jerk property policies and legislation created the current rental crisis, according to the Property Investment Professionals of Australia (PIPA). At the 2023 PIPA Brisbane breakfast seminar on Wednesday... Read more continue reading

University of Oxford and Insight Investment launch research prize for green finance

From

The University of Oxford has announced a new research prize for greening finance, established with an endowment from Insight Investment, a A$1.2trn1 global asset and risk manager. The ‘Insight Investment... Read more continue reading

What does 2023 hold for Asian emerging market equities?

From

Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking – is 2023 the ‘year of the rabbit run’? This article from GSFM’s investment partner Man GLG,... Read more continue reading

What does the future hold for the next generation of investors?

From

For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The report’s launch was... Read more continue reading

Rate uncertainty, bank collapses adding to sector dispersion

From

Interest rate uncertainty is driving a high level of market volatility and sector returns dispersion as investors grapple with how fast and for how long central banks will raise rates,... Read more continue reading