At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and above-trend growth is expected in a number of advanced economies, although uncertainties remain. Growth in the Chinese economy has picked up a little and is […]
Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens when markets fall (as they invariably do). In order to use fear to our advantage, we would be well served to seek to understand the following three principles around shares and their value: A share […]
Many diversified funds appear similar on the surface, but when you lift the hood, they’re poles apart. Evaluating diversified fund performance can be like comparing the proverbial ‘apples’ with ‘oranges’. But in this complex and volatile investment environment, choosing the right diversified fund has never been more important for investors and advisors. The wrong fund […]
Dr Bernard Meyerson, IBM’s chief innovation officer, was in the room in 2011 when his company’s powerful artificial intelligence (AI) computer, Watson, famously won Jeopardy, defeating the game show’s two most successful contestants. “There was an incredible euphoria,” Meyerson said in a presentation at AMP’s recent Amplify program. “Watching the system do that was mind […]
Infrastructure offers a range of investment characteristics that can be particularly attractive in the low interest rate and volatile market conditions we have seen in recent times. Clients tell us they like its attractive, consistent returns and yield; defensive characteristics; and diversification benefits. Infrastructure is also becoming more accessible to retail investors. In the past, high […]
Key points It is clear that the forces from the regulatory and physical environment will shape the future of global real estate. Developers and landlords with quality management teams and the expertise to prepare for these challenges will be at an increasing advantage during volatile weather patterns. An age-old assumption is that carefully selected real […]
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 […]
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. […]
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 […]
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 – […]
