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Analysis

Katie Klingensmith

19 April 2022 • By Katie Klingensmith • 1 min read

Higher commodity prices challenge inflation and growth

There are many consequences of Russia’s invasion of Ukraine, the foremost of which are the tragic human toll and unfolding humanitarian crisis. Addi...

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Katie Klingensmith

India poised to take the lead in emerging markets

When Prime Minister Scott Morrison announced earlier this month that Australia and India had signed the Australia-India Economic Cooperation and Trade...

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Katie Klingensmith

Non-bank SME funding - an opportunity for private credit investors?

There is an increasing smorgasbord of financial technology-enabled non-bank lenders. The funding of these non-bank lenders presents an important new o...

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Katie Klingensmith

The magic of margins

Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in infl...

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Katie Klingensmith

The biodiversity crisis needs our support

The UN Biodiversity Conference (COP 15) is currently scheduled to convene in Kunming, China, at the end of this month (although at the time of writing...

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Katie Klingensmith

Transition makers: Capturing new dynamics in commodity markets

Efforts to tackle climate change are driving powerful trends in markets for many natural resources, from metals to fossil fuels – and in the equitie...

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Katie Klingensmith

Is it time for an overweight allocation to Australian shares?

For decades, Australian investors have been encouraged to look beyond their backyard for investment opportunities. Holding an overweight exposure t...

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Katie Klingensmith

Shaping investment strategy in natural climate solutions - a critical pathway to net zero

Climate change is a major consideration for the strategic asset allocation decisions of some of the world’s largest investors, with a growing number...

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Katie Klingensmith

10 themes for the year that will have major economic, political and market impact

The current geopolitical events on top of the ever-present COVID-19 virus pandemic might make it seem like the world has been turned upside down. Yet,...

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Katie Klingensmith

Cryptocurrency regulation could be a maker or breaker for long-term success

The government continues the narrative of cryptocurrency regulation with the recent announcement of its intent to introduce a market licence regime fo...

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