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Analysis

Angela Ashton

17 May 2022 • By Angela Ashton • 1 min read

How asset classes could fare as rates rise and yield curves shift higher

When the Reserve Bank of Australia (RBA) lifted rates recently for the first time since 2010, many investors and analysts were not surprised by the mo...

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Angela Ashton

Winning by not losing

Investing in global equity markets have felt like playing a game of dodgeball over the last two years. Around every corner, investors have been faced ...

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Angela Ashton

Building a robust portfolio for tomorrow

The sharp falls we have seen in equity prices in recent weeks remind us how swiftly investor sentiment can change. While lower prices are beneficia...

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Angela Ashton

Diversity - Asking difficult questions

In March, we celebrated International Women’s Day and Women’s History Month, so as a team, we wanted to address the subject of diversity and how w...

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Angela Ashton

The tide continues to turn for the value-growth dynamic

The economic tide is turning, and Australia presents a particularly compelling opportunity to capitalise on this trend given the market’s strong val...

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Angela Ashton

Now’s our chance to speed up the transition

Security of supply concerns prompted by Russia’s invasion of Ukraine may be the catalyst for speeding up the transition to net zero that the climate...

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Angela Ashton

Biodiversity - 4 things investors can do to save habitats and lives

Last year, Earth Overshoot Day fell on 29 July. That’s the date when humanity’s demand for ecological resources in a given year exceeds what the e...

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Angela Ashton

Healthcare innovation fuels long-term growth prospects

The early days of the pandemic saw healthcare companies scrambling to deliver new testing, diagnostic and vaccine-related offerings. This may have res...

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Angela Ashton

Macroscope: Is central bank tightening priced in?

So far this year, the 10-year Treasury yield has gained about 130 basis points, the largest rise since the 1990s. So, is the full extent of Fed policy...

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Angela Ashton

The value of private markets in today’s portfolio construction

The annual inflation rate for the US reached the highest it has been since 1982 and for the first time in 40 years, investors have to manage assets in...

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