Market Watch
Market Watch
3 disruptive technologies to watch in 2017
June 16, 2017
Disruption was one of the buzz words in 2016 but the discussion largely focused on the potential of technology to disrupt established business models. In 2017, we expect technologies to deliver the first waves of impact. A few industries in particular will see technology change the way they do business, namely manufacturing, finance and retail....Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The broad-based pick-up in the global economy is continuing. Labour markets have tightened further in many countries and forecasts for global growth have been revised up since last year. Above-trend growth is expected in a number of advanced...Read More
What does the Budget mean for your investments?
May 31, 2017
We spoke to some of our investment professionals to get their views on how the Federal Budget has impacted their respective asset classes. John Julian, Investment Director – Direct InfrastructureShift in approach to funding infrastructure projects Michael Kingcott, Head of Property Investment StrategyTackling softness and a lack of investment Andrew Scott, Senior Portfolio Manager –...Read More
Sugar is emerging as one of the most prominent investment risks for the global food and beverage industry. Science has linked high sugar consumption to obesity and Type 2 diabetes at a time when obesity rates are rising and healthcare costs for governments are growing. Globally, 39% of adults worldwide are overweight1. The number of...Read More
Don’t abandon this vital asset class
May 12, 2017
After the election of Donald Trump in November 2016, a surge in global yields triggered a sharp sell-off in global listed infrastructure. Global listed infrastructure fell 4 per cent that month and underperformed global equities by 12 per cent – the second worst monthly relative performance since 2002. With the threat of further yield rises...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. There has been a broad-based pick-up in the global economy since last year. Labour markets have tightened further in many countries and forecasts for global growth have been revised up. Above-trend growth is expected in a number of...Read More
How to win from Generation Rent in the US
April 28, 2017
If you’re an American, you’re much more likely to rent your home or apartment today than you were ten to twenty years ago. If Seinfeld were filmed today, Jerry would still be renting his apartment on the Upper West Side of Manhattan, rather than owning it. A slump in home ownership in the United States...Read More
7 investment trends to watch
April 20, 2017
In this article, we share the long-term investment trends that we expect to be prominent in 2017. These include: Sugar and obesity Disruption Climate change Corporate governance Social license to operate Supply chain scrutiny Factory farming Sugar and obesity: a risk to earnings Sugar is emerging as one of the most prominent investment risks for...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy have improved over recent months. Both global trade and industrial production have picked up. Labour markets have tightened in many countries. Above-trend growth is expected in a number of advanced economies, although uncertainties remain. In...Read More
Japanese investors flock to infrastructure assets
March 22, 2017
Since the Japanese ‘bubble economy’ burst at the end of the 1980s, it has seen sub-par growth, recessions, deflation and a secular bear market in shares and property. These events have had a lasting impact on the funds management industry and on the long-term asset allocation strategies of Japanese institutional investors. On the one hand,...Read More