Market Watch
Market Watch
Australian real estate investment trusts – the right time to invest?
September 11, 2015
Australian listed real estate has had a strong run in recent years, with the S&P/ASX 200 A-REIT Index delivering a return of 18.4% to investors in the three years to 31 July 2015. In this article we discuss Australian real estate investment trusts (A-REITs) and what they can offer investors who are seeking a diversified...Read More
The demand for global infrastructure and what this means for investors
September 11, 2015
An estimated US$78 trillion will be required for global infrastructure investment over the next two decades.1 The majority of infrastructure requirements are dominated by the core sectors of transport, energy, water and communications. Additional infrastructure requirements outside of these sectors include roads, airports, port and loading facilities, health, education and other community service provisions. Regional...Read More
Investment opportunities in a volatile market
September 11, 2015
Global investment market turmoil has continued this past month, although some signs of stabilisation are starting to emerge. We view these falls as a correction and remain positive in terms of the bull market we’ve been experiencing in shares. In this video, Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital, provides...Read More
Global fixed income – the changing face of global liquidity
September 11, 2015
Recent and upcoming changes to bank regulation have brought and will continue to bring positive benefits in terms of improving the stability of the financial system. At the same time however, they have also impacted the market-making ability of banks, and reduced secondary market liquidity (i.e. the ability to buy or sell an asset without...Read More
How are Australian banks faring with growth moderating?
August 16, 2015
Banks have been top performers before correcting The banks represent a large portion of Australia’s share market. The ’big four’ banks have been top global performers (in local currency terms) and a very large driver of our stock market rally particularly since the Euro-crisis days of 2012. All four major banks have outperformed the index....Read More
The performance of commercial real estate is expected to benefit from tighter lending conditions recently introduced for residential property investors, as investors seek income yield but from an alternative source to residential investment property. Additionally, listed real estate within Australia has shifted focus from non-traditional activities and offshore exposure, back to its core business of...Read More
Big banks: fundamentals and valuations
July 8, 2015
With rate cuts buoying the banking environment, it’s important to keep an eye on where asset quality can move from here. In this article, we assess the value of Australia’s four largest banks, namely Commonwealth Bank, Westpac Banking Corporation, Australia and New Zealand Banking Group (ANZ) and the National Australia Bank (NAB). Market fundamentals: Earnings...Read More
2 reasons why dividend yield matters
July 8, 2015
While there are a handful of actively managed equity income funds in the market, many are not optimally designed to meet the needs of a retiree. This article explores the role of equity income (through dividends) for those in or nearing retirement. Where to invest for income? A question many investors face is where to...Read More
Communication infrastructure has rapidly advanced over recent decades. While many countries have upgraded their infrastructure to keep up with these changes, the rapid pace in which technology is advancing means countries will continually need to invest to remain globally competitive. For example, multinational consulting firm McKinsey, forecasts a telecom infrastructure investment of US$9.5 trillion between...Read More
China stocks in trading halt – what to consider?
July 8, 2015
Turbulent financial market dynamics in recent weeks have demonstrated the importance of turning down the noise, diversifying widely and adopting an active approach to asset allocation. In this article, we address the situation in Europe and China and what this means for investment markets. Over the past month China’s sharemarket has suffered sharp price falls...Read More