Market Watch
Market Watch
At its meeting today, the Board decided to leave the cash rate unchanged at 1.00 per cent. The outlook for the global economy remains reasonable, although the risks are tilted to the downside. The trade and technology disputes are affecting international trade flows and investment as businesses scale back spending plans due to the increased...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.00 per cent. The outlook for the global economy remains reasonable. However, the increased uncertainty generated by the trade and technology disputes is affecting investment and means that the risks to the global economy remain tilted to the downside. In most...Read More
At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1.00 per cent. This follows a similar reduction at the Board's June meeting. This easing of monetary policy will support employment growth and provide greater confidence that inflation will be consistent with the medium-term target. The outlook for...Read More
Vehicle Automation – the long road ahead
July 23, 2019
A year ago, we published a paper on the challenges of transitioning to autonomous vehicles. It focused not just on the technology required, but also on the infrastructure challenges it presented - such as the need for large investments and tough socio-political choices - in order to facilitate widespread adoption. We have come across a...Read More
The four principles of dynamic asset allocation
July 23, 2019
Investors have profited from strong returns, backed by central bank liquidity and falling interest rates. But with rates seemingly at rock-bottom levels and global economic recovery maturing, returns could fall and markets could become more volatile. Investors may benefit from looking to use Dynamic Asset Allocation (DAA) to profit from shorter market cycles if they...Read More
Australia’s love of home ownership can lead real estate investors to overlook the potential benefits of global listed real estate and owning a share of some of the best real estate assets in the world. Most investors understand the benefits of listed real estate. It has higher liquidity and lower transaction costs than direct property....Read More
Are we headed for a new war in the Middle East?
July 23, 2019
https://vimeo.com/345828633 Investors worried about the US/China trade war have another geopolitical concern with tensions rising between President Trump and Iran. It does seem President Trump and the US has a predilection for getting into conflicts or issues around the world. Investors are right to worry about the situation in the Middle East. It could be...Read More
The proliferation of online shopping has heralded a structural shift in the marketplace. With it comes challenges for investors, particularly passive investors whose portfolio returns depend, in part, on history repeating itself. This new environment raises a number of questions for investors including: What are the prospects for other property options, particularly industrial real estate?...Read More
If you look around the world, we face unprecedented risks. The US-China trade war, Brexit, and slowing global growth are among the spot fires that could flare up and engulf portfolios. The risks were obviously highlighted by the strong sell-off in markets at the end of 2018. Investors and advisers are no doubt looking to...Read More
Solving the energy puzzle
July 1, 2019
Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure helps stimulate sustainable long-term economic growth which then creates a further need for infrastructure. One of the current developments that is driving further infrastructure investment is the global trend towards decarbonisation to reduce CO2 emissions, and the role of energy...Read More