Thought leadership

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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Investment Perspectives: Will the US yield curve invert?

Investment Perspectives: Will the US yield curve invert?

6 December 2018

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Investment Perspectives: Australian interest rates - the next move is probably down

Investment Perspectives: Australian interest rates - the next move is probably down

7 November 2018

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Investment Perspectives: Don't judge a property by its building

Investment Perspectives: Don't judge a property by its building

8 October 2018

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Investment Perspectives: Twelve interesting charts right now

Investment Perspectives: Twelve interesting charts right now

12 September 2018

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Investment Perspectives: Stock in focus - Scentre Group

Investment Perspectives: Stock in focus - Scentre Group

6 August 2018

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Investment Perspectives: Banking on the boomers

Investment Perspectives: Banking on the boomers

5 July 2018

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Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate

Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate

5 June 2018

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Investment Perspectives: The building blocks of a portfolio

Investment Perspectives: The building blocks of a portfolio

3 May 2018

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Investment Perspectives: Going up - what high inflation means for listed real estate

Investment Perspectives: Going up - what high inflation means for listed real estate

5 March 2018

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Investment Perspectives: Do rising bond yields hurt listed global real estate?

Investment Perspectives: Do rising bond yields hurt listed global real estate?

7 February 2018

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Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters

Investment Perspectives: The theoretical construct of the capitalisation rate, and why it matters

7 December 2017

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