Thought leadership

Investment Perspectives: Real estate and COVID-19 - the story so far

Investment Perspectives: Real estate and COVID-19 - the story so far

8 June 2020

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Video: Global sharemarkets are being uncoupled from the real economy by the pandemic

Video: Global sharemarkets are being uncoupled from the real economy by the pandemic

22 May 2020

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Investment Perspectives: Explaining the April US equity bounce

Investment Perspectives: Explaining the April US equity bounce

1 May 2020

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Podcast: portfolio and market update with Chris Bedingfield

Podcast: portfolio and market update with Chris Bedingfield

28 April 2020

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Investment Perspectives: Managing risk in the face of the coronavirus

Investment Perspectives: Managing risk in the face of the coronavirus

6 April 2020

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Investment Perspectives: In global real estate, does size matter?

Investment Perspectives: In global real estate, does size matter?

3 March 2020

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Investment Perspectives: Six reasons we believe the global REIT market is inefficient

Investment Perspectives: Six reasons we believe the global REIT market is inefficient

4 February 2020

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Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

10 December 2019

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Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

11 November 2019

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Investment Perspectives: So, what happens if there is a recession?

Investment Perspectives: So, what happens if there is a recession?

11 October 2019

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Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

10 September 2019

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Investment Perspectives: Five lessons & observations from our first five years

Investment Perspectives: Five lessons & observations from our first five years

12 August 2019

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Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

7 July 2019

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Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

6 June 2019

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Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

7 May 2019

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Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

3 April 2019

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Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

6 March 2019

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