A low interest rate environment and uncertainty present challenges for investors looking for diversified strategies to defend their portfolios in 2021. As a cyclical asset class, Australian real estate has been subjected to the full...
The super rules change regularly, and this year is no exception. We are waiting on changes currently before the parliament, anticipating some of the changes announced in last year’s budget, and understanding the impact of...
One of the features of the FY20 reporting season was the excellent cashflow performance of most Australian small cap companies. With the onset of COVID-19, many companies faced a liquidity crunch as revenue dried up...
At its meeting today, the Board decided to maintain the targets of 10 basis points for the cash rate and the yield on the 3-year Australian Government bond, as well as the parameters of the Term...
At its meeting today, the Board decided to maintain the current policy settings, including the targets of 10 basis points for the cash rate and the yield on 3-year Australian Government bonds, as well as the...
The tightly held office market in Australia, particularly in Sydney and Melbourne, has had a stellar run in recent years, with strong fundamentals and robust tenant demand resulting in record low levels of vacancy. The...
In a massive healthcare breakthrough in the race to save and protect lives from COVID-19, Pfizer has announced some highly promising vaccine trail results. All going to plan, this should save lives, and in time,...
When the COVID-19 pandemic first started to bite in Australia, we said the banking sector would hold up in relative terms, certainly better than it did during the Global Financial Crisis. I’m pleased to say,...
by Joseph Titmus Listed infrastructure has historically delivered very dependable returns through a variety of market conditions and has proved remarkably independent to the performance of the broader equities market.1 This is understandable, given the unique...
by Nathan Boon & Sonia Baillie Bonds have been strong performers over more than a decade in the lead-up to the current crisis1, and we believe they could play an important part in defensively positioned...