Market Watch
Market Watch
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
How real estate will play a leading role in getting to net zero
November 22, 2021
Australia’s net zero debate could leave the impression that climate change is all about heavy manufacturing, regional towns and coal-fired power stations. But in fact, Australia’s buildings make up a vast part of the nation’s climate emissions — and the real estate industry is quietly leading the way to a low carbon future. The day-to-day...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 discontinue the target of 10 basis points...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 maintain the target of 10 basis points for the April 2024 Australian Government bond continue to purchase government securities at the rate of $4 billion a...Read More
Australian residential housing is a very popular investment. Why? In part because it is possible to get up to ten times leverage – you can borrow ten times the amount of your deposit, depending on your financial position. It’s also part of the psyche. Australians grew up being told to save for a deposit for...Read More
Assessing ESG factors in real estate
September 27, 2021
ironmental, social and governance (ESG) factors have become a core part of how organisations are reporting on their operational performance. However, assessing ESG in the unlisted real estate industry has been more difficult for investors. Real estate is a fragmented asset class and some of the changes needed to deliver real sustainability require significant capital...Read More
Batteries set to benefit from the energy transition
September 27, 2021
The transition towards net zero carbon emissions is shaping up to be a key investment theme of the next decade and we believe that no sector is more central to the transition than Australia’s mining industry. The batteries that power electric vehicles and energy storage facilities are a core part of the energy transition –...Read More
There is little doubt the past year has been a wonderful time to be an equity investor, with strong company results and very strong markets. The 2021 company reporting season that has just ended underlined just how well equity investors are doing. There was approximately $90 billion in buybacks, dividends and takeovers that have been...Read More