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Analysis

Brendan McCarthy

01 September 2020 • By Brendan McCarthy • 1 min read

The office of the future – and implications for office REITs

Are you reading this article from your office, surrounded by your keyboard, mouse, pen, papers and... a child or dog running around the house? With...

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Brendan McCarthy

Video game binge reflects the future

With the coronavirus pandemic sweeping the globe, and people confined to their homes in many nations, the world is experiencing an electronic sports a...

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Brendan McCarthy

Companies are failing on climate risk

Since the final recommendations of the Task Force for Climate-related Disclosures (TCFD) emerged a few years ago, a plethora of the world’s largest ...

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Brendan McCarthy

Is it time to add water to your portfolio?

Australia is the world’s driest inhabited continent and a region where agricultural production isn’t limited by the suitable fertile land, but ins...

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Brendan McCarthy

The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to se...

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Brendan McCarthy

Reasons why the outlook for the US dollar is weak

So far, 2020 has been a volatile year for financial markets, and the currency markets have been no exception. The US dollar advanced nearly 9 per c...

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Brendan McCarthy

Pandemic a case study in sequencing risk for retirees

One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in financial market...

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Brendan McCarthy

The once-in-a-decade infrastructure opportunity

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the ...

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Brendan McCarthy

Are we entering the next commodities supercycle?

There have been six commodity peaks in the past 227 years, with the most recent peak in June 2008. Analysis shows that the current supercycle is follo...

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Brendan McCarthy

Large caps outperform small caps over long-term

An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most int...

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