Unconventional monetary policies – part 2: Japan and Germany’s experience

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The Japanese and German approaches to unconventional monetary policies have not always produced the outcome central banks desired. Japan and Germany are two nations that have used unconventional monetary policies... Read more continue reading

Knowing the limitations can help investors exploit Real Assets growth potential

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Interest in real assets continues to attract attention as more investors take note of their defining characteristics – a smoother set of returns that are lowly correlated with other major... Read more continue reading

Unconventional monetary policies – part 1: Why do central banks and governments pursue unconventional monetary policies?

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There’s plenty of lessons for other markets from Japan’s experience with zero interest rates and quantitative easing.  The uncertain economic outlook has prompted the Reserve Bank of Australia (RBA) to... Read more continue reading

Revisiting asset allocation for the new normal

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Investors may need to revisit their traditional balanced’ investment option in coming years, as the market cycle turns and overall returns reduce, says Jonathan Philpot, wealth management partner at HLB... Read more continue reading

Non-bank lenders to provide a greater share

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One of the hallmarks of the Australian corporate lending market has been the bank dominance of the sector, with the domestic banks currently holding around 70% market share. Due to... Read more continue reading

Which beta is better?

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Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can potentially deliver lower volatility and a higher dividend yield than... Read more continue reading

30 years of investment lessons from Japan, and the implications for real estate

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Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like... Read more continue reading

Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

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Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors... Read more continue reading

Local stocks and broad-based international ETFs the most traded securities among Aussie investors in 2019

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For Australian investors, this past year’s returns in global equities have been much higher than even their wildest hopes as the S&P 500 surged 29 per cent in US dollar... Read more continue reading

Global equity outlook 2020

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Focusing on Future Quality through the noise By the end of last year it looked like a combination of central bank policy error and political uncertainty was about to end... Read more continue reading