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Analysis

Sinead Rafferty

16 February 2021 • By Sinead Rafferty • 1 min read

Lessons from 2020 for yield-hungry investors

After a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns. Of late, dividend income has been subdued at best ...

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Sinead Rafferty

Fundamentals remain strong for infrastructure investment

Infrastructure in all its forms will be integral to the economic recovery and returning society to “situation normal”. There is no global recovery...

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Sinead Rafferty

Welcome to flow world

Many of the uncertainties of 2020 are resolved for now. The US election is decided, the stimulus bill has passed, the Federal Reserve is holding rates...

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Sinead Rafferty

China’s ox-like characteristics offer appeal

Economic resilience allied to structural growth promises to power Chinese company earnings in Year of the Ox, leaving investors plenty of growth optio...

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Sinead Rafferty

Under pressure: 5 dynamics shaping the inflation outlook

Since the global financial crisis, central banks have continually tried to lift inflation from depressed levels. Ultra-low rates and a deluge of liqui...

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Sinead Rafferty

Lower for longer interest rates drive SMSF hunt for yield

With credit markets being fundamental to the operation of the financial system, many governments have acted in timely, appropriate and proportionate w...

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Sinead Rafferty

Where do the bucks stop?

Reserve Bank governor Philip Lowe has come out with a clear message: that despite the economy doing better than the expectations of even a few months ...

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Sinead Rafferty

Keeping it real 

With every new trend comes the counterfeiters. Those that want to reap the benefits of the increased interest in sustainability but not do the actual ...

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Sinead Rafferty

Don’t be fooled by most ESG rankings – focus on materiality instead

The Wall Street Journal recently ran an article about how big technology stocks dominate ESG funds. Tech companies are not usually associated with big...

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Sinead Rafferty

Women have made it to the boardroom. Now it’s time to lead

The ASX 200 has hit a record for the proportion of women on boards. Nonetheless, being in the room is no longer enough. It is terrific to see that ...

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