The pros of infrastructure investment in a lower-for-longer environment

Market Watch

Bridging troubled waters: the pros of investing in infrastructure Global markets are yet to enter any serious downturns. Still, fragile growth outlooks, high levels of market volatility, record-low interest rates and myriad geopolitical and macroeconomic risks - not least of which is a trade war between the world’s two largest economies – will leave many...
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Economic conditions, including falling cash rates at home and abroad, are prompting investors to shake up their asset allocation. This is having an impact on allocations to direct real estate worldwide. The state of play At its October board meeting, the Reserve Bank lowered the official cash rate by 25 basis points to 0.75 per...
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Retirees now face a bold truth: investing in traditional safe haven assets do not provide the returns they once did. So, where to from here? The first thing is to accept that today’s returns are lower on retiree favourites, like cash and bonds. Second, there are tools available to provide forecasts for what the market...
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Right now, the developed world is on the cusp of a fourth industrial revolution, and it is set to have a more transformative impact on everyday life than the three revolutions before it. The fourth industrial revolution is about embedding the cyber world into everyday lives and workplaces. The roll-out of 5G is core to...
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At its meeting today, the Board decided to lower the cash rate by 25 basis points to 0.75 per cent. While the outlook for the global economy remains reasonable, the risks are tilted to the downside. The US–China trade and technology disputes are affecting international trade flows and investment as businesses scale back spending plans...
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The holy grail of active investing has always been alpha, the excess return of active investing over passive investing. Research suggests the era of alpha is over, but it’s not as simple as it seems. Earlier research claims two-thirds of active Australian equity managers are not delivering alpha, net of fees1. The assertion might be...
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One of the most common images associated with retirement is finishing work and walking away with a lump sum of super money to splurge on a new car, boat, caravan, holiday, or perhaps if you’re lucky, all of the above. But it’s an outdated stereotype. Research shows that in the 10 years from 2004 to...
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If you’re a celebrity in New York, an apartment in a Tribeca warehouse conversion is a prized accessory. Taylor Swift has a place there, as does Beyoncé. One apartment block on Greenwich Street recently boasted a roll-up of owners that included Justin Timberlake, Jennifer Lawrence, Harry Styles and Jake Gyllenhaal. Despite their exclusivity today, some...
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The return environment in commercial real estate has become more challenged, with pockets of outperformance matched by underperformance, not only across the sectors but, more frequently, within the same sector. Against this backdrop, passive portfolio management pegged to a benchmark has begun to look outdated. By shifting our focus to one of active management with...
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At its meeting today, the Board decided to leave the cash rate unchanged at 1.00 per cent. The outlook for the global economy remains reasonable, although the risks are tilted to the downside. The trade and technology disputes are affecting international trade flows and investment as businesses scale back spending plans due to the increased...
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