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Analysis

Daniel Fitzgerald

01 October 2019 • By Daniel Fitzgerald • 1 min read

Asian energy demand to fuel growth of real assets

Funding for fulfilling demand across the Asian energy supply chain can’t be met by governments alone. Continued high growth in energy demand in the ...

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Daniel Fitzgerald

Find the gap, don’t mind the gap

Investors looking for attractive yields need look no further than real estate – in its listed or unlisted form. Here, I look at yield differentials...

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Daniel Fitzgerald

Should the RBA think twice before implementing ‘unconventional’ monetary policy?

Concerns are rising among professional economists about the outlook for the Australian economy. The recent GDP release showed that private demand i...

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Daniel Fitzgerald

Meet the invisible helpers that are revolutionising the way the finance industry operates

Robotic process automation (RPA) is now ripe for adoption across Australia’s financial services sector and the size and composition of the workforce...

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Daniel Fitzgerald

Ongoing trade war could push AUD below 60 cents – how could investors potentially profit from this?

This weekend’s announcements by President Donald Trump that the US/China trade war can last another year or more (beyond the November 2020 US presid...

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Daniel Fitzgerald

Where should you invest in a low rate environment?

Globally, the world seems to be entering a period of slower growth. Volatility has been driving weaker sentiment, and the repercussions of trade wars ...

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Daniel Fitzgerald

Bonds: The shifting investment landscape

A fixed-income investor today is in a truly excruciating position. Yields are at or near historic lows in the developed world, spreads are tighter ...

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Daniel Fitzgerald

How have bank stocks performed since the GFC?

Australian banks have been hit hard by the Hayne royal commission. But how have they performed over the longer term? I was inspired to answer this ...

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Daniel Fitzgerald

Investing in earnings leadership to futureproof a portfolio 

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”. If Master Yo...

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Daniel Fitzgerald

VCs think big in New Zealand

In the 120 years since the eggbeater was invented in New Zealand, our neighbours have shown they can compete in technology on a global level with its ...

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