Market Insights

When Market Returns Aren’t Market Returns

Martyn Wild, Senior Portfolio Manager, Diversified Strategies
August 18 2014

So when are market returns on one side of the world not market returns on the other side of the world? July was a perfect example. Here’s what happens when the US market takes a turn after Australians close their books… Continued

3 Reasons Regional Shopping Centres Aren’t ‘Mall-adjusted’

Julia Forrest, REIT Portfolio Manager
August 14 2014

There’s golden investment opportunities in regional malls. While the overall retail sector continues to face headwinds, here are three reasons why regional shopping centres may be investors’ pick… Continued

When Governor Stevens’ Jawbone Breaks

Vimal Gor, Head of Income & Fixed Interest
August 12 2014

The fight for a lower currency is on. As most people with any interest in Australian economics know, Governor Stevens’ jawbone must be getting seriously brawny; what with the more than two years of talking down the Aussie dollar he’s been doing… Continued

Cash Flow More Important Than Gas Flow

August 6 2014

There’s a new force moving markets. Volatility appears to be back from the dead – with the market fear index jumping 27% as July drew to a close. What’s hard to believe is that the greatest spike of… Continued

Bursting The Housing Bubble Myth

Chris Caton, Chief Economist, BT Financial Group
August 4 2014

Australians have the largest houses in the world. Australia is not facing a housing bubble – in fact, when it comes to prices we get more than what we’re paying for… Continued

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