Why Exchange Traded Funds are only set to grow

Published: March 14, 2017

Exchange Traded Funds (ETFs) are increasingly becoming a crucial part of an investor’s tool kit, offering exposure to factor tilts and different asset classes and geographies in a highly liquid, simple and cost-effective manner. They have proved incredibly popular with investors and financial advisers. ETF growth is expected to continue as investor awareness increases and […]

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How savvy advisers can use currency to navigate volatile times

Published: March 1, 2017

Advisers spend a lot of time on strategic asset allocation decisions, particularly the choice between growth and defensive assets. But in the current environment of low rates and high volatility, we think that advisers need spend more time on another aspect of clients’ portfolios: their exposure to currencies. Not only does currency exposure have a […]

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Opportunities and challenges: the sharing accommodation economy

Published: February 14, 2017

In September of 2016, Airbnb raised US$850 million in new equity, valuing the company at US$30 billion dollars and subsequently crowning it the most valuable lodging provider in the world without owning a single room. It is a particularly 21st century phenomenon that a company that started eight years ago, with no tangible product of […]

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Is gender fairness a secret to investment outperformance?

Published: February 14, 2017

I recently had an ‘a-ha’ moment. I was sitting in yet another room full of women talking about the importance of gender diversity. It dawned on me that we’ve talked about diversity for so long that we’ve become dulled to the issue. We’ve heard the arguments so many times that we’ve stopped listening. Advisers might […]

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Tourist attraction: Investing in Australia’s surging visitor numbers

Published: January 13, 2017

Record numbers of visitors pouring into Australia suggest flights full of free-spending tourists landing at crowded airports around the country, cramming through immigration to dash to the nearest shopping centre and lift the nation’s retail sales figures as quickly as possible. Actually, the description is only a slight exaggeration as Australia’s tourism industry undergoes resurgence, […]

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One way to assess policy options and limits

Published: January 13, 2017

Since the global financial crisis (GFC), one of the dominant patterns in global economic policy has been the search for more tools to provide stimulus in an environment where low growth and low inflation have proven extremely persistent. Faced with the difficulty of what to do when cash rates reach the lower bound of zero, […]

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4 reasons why listed real estate is now safer if a downturn hits

Published: January 13, 2017

Advisers who moved their clients into listed real estate after the GFC made a brave call, given that investors in the sector suffered terribly during the economic turmoil. However, in the last five years, those clients who were invested in the listed real estate sector have benefited from strong total returns. Notably, global listed real […]

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There’s no escaping a lacklustre return potential

Published: November 7, 2016

While the high inflation of the 1970s and early 1980s was bad for investment returns at the time, it left a legacy of very high investment yields which helped set the scene for high investment returns through the 1980s and 1990s. Back in the early 1980s the RBA's ‘cash rate’ was averaging around 14%, three-year […]

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Trump vs Clinton: The impact on markets

Published: November 7, 2016

The United States (US) presidential election, on 8 November, between Republican candidate Donald Trump and Democratic candidate Hillary Clinton is a hotly contested race. More recently, we have seen some widening of opinion polls, however, this is a fluid and fast moving landscape and political uncertainty remains. We anticipate that the potential for increased market […]

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