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Analysis

Reece Birtles

10 May 2022 • By Reece Birtles • 1 min read

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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Reece Birtles

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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Reece Birtles

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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Reece Birtles

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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Reece Birtles

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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Reece Birtles

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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Reece Birtles

Climate change - more than just hot air

Are we making genuine and sufficient progress on reducing the human risks of climate change? A close look at the progress on addressing climate change...

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Reece Birtles

Russia’s war on Ukraine is shifting the investment landscape

Analysis around the dramatic policy shift towards defence and energy spending in Europe, and why the conflict in Russia-Ukraine may mark a turning poi...

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Reece Birtles

The challenges of tactical asset allocation

As the world adjusts to COVID and markets return to some form of normal, it’s feasible that inflationary pressures re-emerge. Should this occur, ...

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Reece Birtles

A disciplined, dispassionate investment perspective is needed in volatile and disruptive times

Financial markets around the world have been working overtime. Over the past few years, there has been a lot to absorb – the COVID-19 pandemic, geop...

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