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Analysis

Rising rates and climbing inflation - property investors on the move

07 June 2022 • By Anthony Landahl • 1 min read

Rising rates and climbing inflation - property investors on the move

With the challenges of inflation surging and interest rates rising, Australian property investors are wondering what it means for existing assets and ...

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Rising rates and climbing inflation - property investors on the move

The ESG debate is guilty of muddled thinking

In a 2017 paper, I argued that the understanding of investment theory then - which seemed to frame the financial world as being almost entirely separa...

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Rising rates and climbing inflation - property investors on the move

Raining vows of easing amid resolute COVID-19 controls

Daunted by sharply rising and not-so-transitory inflation, global central banks are in various stages of unwinding ultra-easy monetary policies, and m...

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Rising rates and climbing inflation - property investors on the move

Why reallocate from US large to small caps now?

Those investors who reallocated from U.S. large caps to small caps a year ago are likely regretting that move now.  Despite all of the optimism la...

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Rising rates and climbing inflation - property investors on the move

Cycling, investing and the importance of diversification

Like many others in the financial services industry, I’m a keen follower of cycling and with the Giro D’Italia finishing up, and the Tour de Franc...

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Rising rates and climbing inflation - property investors on the move

How can we work towards a greener Asia?

The next eight years are critical – the world needs to decarbonise rapidly and that can’t happen without Asia. Four of the world’s top 10 greenh...

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Rising rates and climbing inflation - property investors on the move

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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Rising rates and climbing inflation - property investors on the move

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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Rising rates and climbing inflation - property investors on the move

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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Rising rates and climbing inflation - property investors on the move

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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