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Analysis

Kanish Chugh

19 April 2022 • By Kanish Chugh • 1 min read

India poised to take the lead in emerging markets

When Prime Minister Scott Morrison announced earlier this month that Australia and India had signed the Australia-India Economic Cooperation and Trade...

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Kanish Chugh

Non-bank SME funding - an opportunity for private credit investors?

There is an increasing smorgasbord of financial technology-enabled non-bank lenders. The funding of these non-bank lenders presents an important new o...

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Kanish Chugh

The magic of margins

Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in infl...

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Kanish Chugh

The biodiversity crisis needs our support

The UN Biodiversity Conference (COP 15) is currently scheduled to convene in Kunming, China, at the end of this month (although at the time of writing...

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Kanish Chugh

Transition makers: Capturing new dynamics in commodity markets

Efforts to tackle climate change are driving powerful trends in markets for many natural resources, from metals to fossil fuels – and in the equitie...

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Kanish Chugh

Is it time for an overweight allocation to Australian shares?

For decades, Australian investors have been encouraged to look beyond their backyard for investment opportunities. Holding an overweight exposure t...

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Kanish Chugh

Shaping investment strategy in natural climate solutions - a critical pathway to net zero

Climate change is a major consideration for the strategic asset allocation decisions of some of the world’s largest investors, with a growing number...

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Kanish Chugh

10 themes for the year that will have major economic, political and market impact

The current geopolitical events on top of the ever-present COVID-19 virus pandemic might make it seem like the world has been turned upside down. Yet,...

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Kanish Chugh

Cryptocurrency regulation could be a maker or breaker for long-term success

The government continues the narrative of cryptocurrency regulation with the recent announcement of its intent to introduce a market licence regime fo...

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Kanish Chugh

Quality real assets providing inflationary safety net for investors

It’s been an interesting few months for the AREIT sector. Following a significant sell-off in January, the February company reporting season saw the...

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