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Analysis

Martin Gilbert

22 October 2019 • By Martin Gilbert • 1 min read

Is recession looming?

Can monetary policies help prevent a global recession? Are we about to have a global recession? That was one of the many issues discussed at the Si...

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Martin Gilbert

How carbon-neutral products are proving good for business – and investors

We hear a lot these days about the push to become carbon-neutral. What does it mean, in practical terms, for companies that are rising to the challeng...

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Martin Gilbert

Equity markets – how much do we really know?

Equity markets can be notoriously unpredictable. Imagine a super fund’s investments team had been told 10 years ago that over the next decade US st...

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Martin Gilbert

$60bn in sight with record run for ETF market

The Australian ETP industry grew a staggering 33 per cent to $55.9 billion over the 12 months to 30 September as more investors flocked to an increasi...

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Martin Gilbert

WiseTech, J Cap, and the future of WAAAX

The ASX has been rocked by allegations that tech darling WiseTech fudged the numbers on their profits – but who’s making these claims? And what do...

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Martin Gilbert

A pay cut can actually harm your brain

Young adults who experience annual income drops of 25 per cent or more may be more at risk of having thinking problems and reduced brain health in mid...

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Martin Gilbert

Tackling the hidden costs in US private debt

To counter the global decline in spreads and potential market corrections, Australian and European investors have turned to the US for private debt in...

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Martin Gilbert

What is ‘normal’?

Last month, I wrote that the end of the US Federal Reserve (Fed)’s balance sheet withdrawal process marked the death knell for any chance of a retur...

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Martin Gilbert

The fallacious and risky hunt for yield: Is a better retirement income solution under our nose?

Australia is no stranger to independent reviews and I was pleased to see the Honourable Josh Frydenberg announce a Retirement Income Review. There has...

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Martin Gilbert

Opportunities following yield curve inversion

An inverted yield curve is the unusual situation in which short-term rates are higher than long-term rates. This is almost always a harbinger of bad n...

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