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Analysis

Max Cappetta

09 November 2021 • By Max Cappetta • 1 min read

Recognising green economy investment opportunity

The transition to a carbon neutral and green economy is underway, but the pathway is also paved with traditional forms of energy. While this creates i...

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Max Cappetta

Australians could pay the price for overexposure to trending assets

Inflation concerns, high valuations and even a potential energy crisis are among the numerous challenges that now threaten to bring over a decade of...

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Max Cappetta

Why it pays to get your financials in order before you seek external investment

The COVID-19 pandemic has put paid to many things but companies seeking venture capital and going public are not among these. In fact, the reverse. Ou...

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Max Cappetta

Climate disclosure – more green tape or a driver of real change?

Climate change, as a global systemic risk, is impacting our economies, societies and our physical environment more than ever before. And the world is ...

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Max Cappetta

‘Lowe’ interest rates for longer increase focus on real estate debt yield

The governor of the Reserve Bank, Philip Lowe, restated his position that the RBA does not foresee cash rates changing before 2024. That is, these rem...

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Max Cappetta

High expectations that COP26 will be a transformative summit

There are high expectations that COP 26 will be a transformative summit for our planet. Major announcements are expected on several topics including: ...

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Max Cappetta

Does ESG investing improve performance?

Environmental, social and governance (ESG) investing is among the industry’s fastest growing trends, catching the attention of investors in a way th...

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Max Cappetta

Evergrande: A controlled demolition

Rumblings of a default continue to grow for Evergrande, China’s cash-strapped property titan and the most indebted company in the world. Teetering ...

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Max Cappetta

Prospect of volatility points to need for hedging

In today’s yield-compressed world, investors globally need to face up to a precarious quandary: how to generate attractive returns without exposing ...

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Max Cappetta

The race to net zero: A case of ‘when’, not ‘if’

The recent and monumental climate change report from the IPCC gave a stark code red warning to humanity and detailed the impact it is making on the en...

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