Chase for yield pushes property returns higher

Published: March 15, 2016

Commercial real estate is a popular choice among Australian and foreign investors given the current low interest rate environment. At a time when the value of global bond yields is low, defensive investors are searching elsewhere for yield and property is an attractive option; particularly those assets that have provided an income guarantee. Due to […]

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March 2016 – the Reserve Bank leaves interest rates unchanged at 2 per cent

Published: March 1, 2016

At its meeting today, the Board decided to leave the cash rate unchanged at 2.0 per cent. Recent information suggests that the global economy is continuing to grow, though at a slightly lower pace than earlier expected. While several advanced economies have recorded improved growth over the past year, conditions have become more difficult for […]

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Achieving a stable income flow in a low interest rate world

Published: February 22, 2016

An investment environment of constrained economic growth and high volatility means that interest rates are likely to remain lower for longer – with central banks globally cutting interest rates or leaving them on hold at low levels. Low interest rates bring to the spotlight the potential to gain yield from investments, rather than just focussing […]

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February 2016 – the Reserve Bank leaves interest rates unchanged at 2 per cent

Published: February 2, 2016

At its meeting today, the Board decided to leave the cash rate unchanged at 2.0 per cent. Recent information suggests the global economy is continuing to grow, though at a slightly lower pace than earlier expected. While several advanced economies have recorded improved growth over the past year, conditions have become more difficult for a […]

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The Chinese consumer shift to experiences over ‘things’

Published: January 29, 2016

A shift is taking place within the Chinese consumer market – and developed markets more broadly – to spend money on experiences rather than on traditional material products. For the Australian market, this means a boost to tourism from Chinese nationals and to the education and housing sectors from Chinese immigrants. An evolving trend within […]

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Part 3 of the ESG series: Unconventional gas and a low carbon economy

Published: December 17, 2015

While the unconventional gas industry can provide a significant economic benefit to rural and regional areas, there are environmental and social issues that must be addressed. In this article we look at some of these issues and examine why and how the industry can build the trust of stakeholders. Unconventional gas’ has lower greenhouse gas […]

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Is it time to go back to basics?

Published: December 17, 2015

As 2015 draws to a close, investors can be forgiven for wondering how they are going to continue to make money in financial markets. Cash rates globally are low and are likely to remain so, especially in Australia. This article looks at a ‘back to basics’ investment strategy suitable for a low-growth environment. Despite the […]

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December 2015 – the Reserve Bank leaves interest rates unchanged at 2 per cent

Published: December 1, 2015

Statement by Glenn Stevens, Governor: Monetary Policy Decision At its meeting today, the Board decided to leave the cash rate unchanged at 2.0 per cent. The global economy is expanding at a moderate pace, with some softening in conditions in the Asian region, continuing US growth and a recovery in Europe. Key commodity prices are […]

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Banking sector risks and opportunities

Published: November 9, 2015

Financial companies make up the largest portion of the Australian share market at 47.7% of the ASX200 index1. In the wake of the mining downturn, bank share prices have benefited from their robust reputation for high profits and dividends. In light of this, our Environmental Social and Governance (ESG) research team set out to discover […]

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Australian real estate: Our view for the long term

Published: November 9, 2015

All four major banks increased interest rates during October, citing their reason for the rate hike due to increased pressure from the Australian Prudential Regulation Authority (APRA) for financial institutions to adhere to the 10% cap on property investor lending growth. Given that we are set to be operating in a low-growth environment for the […]

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