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Analysis

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22 October 2014 • By Guy Bruten • 1 min read

RBA rate cut: what would it take?

Given the market turmoil of recent weeks, AllianceBernstein's Guy Bruten considers what would force the Reserve Bank of Australia (RBA) to cut int...

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Australian bonds: tread carefully

The rally in global bond markets has extended far beyond many observers' expectations, writes Standard Life Investments Liam O'Donnell. The liqui...

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Creating super fund alpha

Creativity and simplicity are key to creating positive super fund alpha, writes Kinetic Super chief investment officer Paul Kessell. The strong per...

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Retirement income innovation must be inclusive

Every stakeholder in the financial services industry must be involved in the development of retirement income products, argues JP Morgan global pens...

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Weighing up default fund insurance

With upward pressure on premiums, default insurance within superannuation needs to balance a growing affordability issue, argues Towers Watson’s Phi...

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Don’t neglect developed markets

Investors should be alert to the resurgence of the ‘old world’ powers, writes UBS Global Asset Management's head of investment strategy, Tracey Mc...

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Hunting for ‘preferred infrastructure’

The ideal investment could be described as “an inflation-linked bond with rising coupons” – and the right mix of infrastructure could fit the bi...

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Westfield: a failure of engagement

The Westfield merger only came about after enormous public embarrassment and an intense head-on collision with disgruntled institutional investors, wr...

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Can Europe avoid Japan’s fate?

Policymakers have a vital role to play in ensuring Europe does not slump into Japanese-style inflation, writes GaveKal Capital’s Louis-Vincent Gave....

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Cleaning up with clean technology

Energy efficiency is a lasting investment thematic that is relevant regardless of the broader economic backdrop, argues Australian Ethical portfolio m...

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