Market Watch
Market Watch
How can we transition to renewable energy?
May 2, 2022
Energy is expensive. How much does it take to fill up at the petrol bowser? How much are consumers paying to run their households, and businesses paying to operate? It’s also dirty, with three-quarters of energy generation sourced from fossil fuels1. While prices differ across states and territories, no matter where people live, lower socio-economic...Read More
At its meeting today, the Board decided to: maintain the cash rate target at 10 basis points and the interest rate on Exchange Settlement balances at zero per cent. Inflation has increased sharply in many parts of the world. Ongoing supply-side problems, Russia's invasion of Ukraine and strong demand as economies recover from the pandemic...Read More
At its meeting today, the Board decided to: maintain the cash rate target at 10 basis points and the interest rate on Exchange Settlement balances at zero per cent The global economy is continuing to recover from the pandemic. However, the war in Ukraine is a major new source of uncertainty. Inflation in parts of...Read More
At its meeting today, the Board decided to: maintain the cash rate target at 10 basis points and the interest rate on Exchange Settlement balances at zero per cent decided to cease further purchases under the bond purchase program, with the final purchases to take place on 10 February. The Omicron outbreak has affected the...Read More
How inflation impacts real assets
December 20, 2021
Around the globe, prices are spiking. In the United States, the most recent official inflation reading puts price rises at a 31 year high1. In Germany it’s at 29-year highs2. Canada recently printed an 18-year record for inflation3 and in the United Kingdom, price rises are at a ten year high4. In Australia inflation is...Read More
Opportunity beckons for retail sector
December 20, 2021
As far as real estate sectors go, retail has been the most challenged globally over the past 24 months. With a valuation correction occurring through the pandemic, retail is now starting to garner stronger investor interest given its attractive yield relative to other asset classes. There is clearly a greater understanding of the role quality...Read More
What’s next for the Australian and global economies?
December 20, 2021
Quick take-outs 2022 is likely to be the year COVID-19 goes from being an epidemic to endemic Expect ongoing global economic recovery – albeit with bumps along the way The spike in inflation is partly due to pandemic driven distortions to demand and supply chains but inflation will be higher over the years ahead than...Read More
At its meeting today, the Board decided to: maintain the cash rate target at 10 basis points and the interest rate on Exchange Settlement balances at zero per cent continue to purchase government securities at the rate of $4 billion a week until at least mid February 2022. The Australian economy is recovering from the...Read More
The benefits of investing in real assets for retirement
November 22, 2021
Investing for retirement used to be straightforward As the end of your working life approached, you gently wound down the proportion of growth assets like equities in your portfolio and lifted the defensive assets like bonds and fixed income. The aim was to eventually hit something like a 50:50 split between growth and defence that...Read More
Infrastructure and the road to recovery
November 22, 2021
It has been a remarkable 18-months in infrastructure. It should come as no surprise that the pandemic's impact on infrastructure assets has been varied. In a sector that consists of a range of industries and assets, which are often subject to differing underlying drivers, asset performances can fluctuate. And indeed, from our observations, the pandemic...Read More