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Analysis

Kim Catechis

19 November 2019 • By Kim Catechis • 1 min read

Value chains – Clear, present, permanent prejudice

Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much wider universe of...

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Kim Catechis

Cloud headwinds no cause for concern

Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates. But one of the fastest-growin...

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Kim Catechis

Beware the one-trick ponies

We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few years. Ber...

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Kim Catechis

Is QE really our best option?

The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...

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Kim Catechis

Trump’s speech casts trade deal into uncertainty

The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New York Economic Club. Trade...

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Kim Catechis

Going active with multi-asset investing

Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sources of ret...

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Kim Catechis

How banks are still being impacted by the GFC

Although it’s been more than a decade, the fallout from the global financial crisis (GFC) is still impacting banks in the way they raise and hold ca...

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Kim Catechis

September’s value rotation and asking ‘What if things change?’

September saw a sharp rotation to value on the back of a slight bump in US bond yields, driven by a change in sentiment towards the macro outlook. Thi...

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Kim Catechis

The unintended consequences of ultra-low interest rates

The RBA cut Australia’s cash rate to a record low 0.75 per cent in October with many predicting further interest rate cuts to come. Interest rates i...

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Kim Catechis

How Australia’s infra peak 2020 will fuel industrial property

A new report from Centuria Capital Group goes into depth about the five major market movements that will affect industrial property in combination, na...

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