Market Watch
Market Watch
Investors may be surprised to learn about the patterns which have formed in the small caps market since the Global Financial Crisis. Here, we take a closer look at recent data, and what is driving earnings and valuations. Overview Australian small cap stocks have failed to live up to their potential in recent times. By...Read More
There are mechanisms to maximise returns in this lower-for-longer environment, and a green alpha strategy in real estate investment is one option on the table. Against a global backdrop of lower interest rates, falling government bond yields and bank term deposit returns at or below 2 per cent, achieving higher, low risk returns is becoming...Read More
In today's environment of low interest rates, many investors are chasing income by moving into lower-quality high-yield bonds, but are they ignoring the downside risks? While an overweight to high-yield credit may be an efficient way to boost a portfolio’s yield, investors need to be mindful of the additional risks they are taking on and...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 0.75 per cent. While the outlook for the global economy remains reasonable, the risks are tilted to the downside. The US–China trade and technology disputes continue to affect international trade flows and investment as businesses scale back spending plans because of...Read More
Economic conditions, including falling cash rates at home and abroad, are prompting investors to shake up their asset allocation. This is having an impact on allocations to direct real estate worldwide. The state of play At its October board meeting, the Reserve Bank lowered the official cash rate by 25 basis points to 0.75 per...Read More
Bridging troubled waters: the pros of investing in infrastructure Global markets are yet to enter any serious downturns. Still, fragile growth outlooks, high levels of market volatility, record-low interest rates and myriad geopolitical and macroeconomic risks - not least of which is a trade war between the world’s two largest economies – will leave many...Read More
Retirees now face a bold truth: investing in traditional safe haven assets do not provide the returns they once did. So, where to from here? The first thing is to accept that today’s returns are lower on retiree favourites, like cash and bonds. Second, there are tools available to provide forecasts for what the market...Read More
Right now, the developed world is on the cusp of a fourth industrial revolution, and it is set to have a more transformative impact on everyday life than the three revolutions before it. The fourth industrial revolution is about embedding the cyber world into everyday lives and workplaces. The roll-out of 5G is core to...Read More
At its meeting today, the Board decided to lower the cash rate by 25 basis points to 0.75 per cent. While the outlook for the global economy remains reasonable, the risks are tilted to the downside. The US–China trade and technology disputes are affecting international trade flows and investment as businesses scale back spending plans...Read More
One of the most common images associated with retirement is finishing work and walking away with a lump sum of super money to splurge on a new car, boat, caravan, holiday, or perhaps if you’re lucky, all of the above. But it’s an outdated stereotype. Research shows that in the 10 years from 2004 to...Read More