Putting lazy cash to work
Given the enormous pool of cash Australians hold, you might think that we have developed a knack for managing it…but the opposite is true.
What's the outlook for AREITs in 2018?
Pat Barrett, Investment Analyst
Monthly update on the global economic environment
Catch the wave
As we move into 2018, we're reflecting on the wave of reforms that have swept through China in the past year and the future outlook for investors.
China's debt challenge is different
If China's debt challenge is a significant concern for local and global markets, how can investors be confident that China is putting the right policy measures in place to address its growing debt pile?
With 2018 already upon us, our property team take a look back at 2017 - the good, the bad and the ugly - before focusing on what 2018 has in store.
A matter of factor
Factor-based investing is becoming increasingly popular among investors. For the most part, however, it has been the domain of individual stock pickers. This is progressively changing as more and more investors finely tune their portfolio, reducing unintended and/or unrewarded risk.
Death of the bull market
With the bull market run now the second-best since World War II and the third ongest in history, the obvious question is when will the good times end?
Thinking differently about super
Bryce Doherty discusses why a paradigm shift is necessary and the role you have to play when it comes to engaging with super.
Q&A with small-caps duo
Stephen Wood and Victor Gomes share the highs and lows of small cap investing
Brands, beauty and bling
Our property team visited some larger shopping centres in surburban Sydney to see how the landlords were positioning themselves with the impending arrival of Amazon.
Investors today are faced with a unique set of challenges as markets grapple with regime changes, central bank policy normalisation and low interest rates. As a result, sophisticated investors are seeking alternative sources to attempt to bolster returns.
Panorama: Investing in 2018
Challenges and opportunities ahead for investors
Measure what matters
Expanding the scope of intrinsic value to include ESG
What's next for Australian interest rates?
Anne Anderson, Head of Fixed Income, Australia
Yield curves flatten, the Aussie dollar holds up and Aussie equities lag.
Oil at nearly USD60: Why and can it last?
UBS Asset Management Investment Solutions market update
A big week
Aussie equities outperform, financial conditions easier and inflation remains elusive.
The complacency conundrum
With developed equity markets still posting very strong risk-adjusted returns, are investors complacent or not?
Three things you need to know
Patience is a virtue and US tax "reform".
The big macro themes this week
Interest rates, Donald Trump and the re-emergence of value over growth
Opportunities and challenges for G20 growth in 2017
The Great Escape
Are we escaping the lower for longer environment?
Investing in 2017
How will protection, politics, populism impact investors in 2017?