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Analysis

Ursula Tonkin

23 February 2021 • By Ursula Tonkin • 1 min read

Why now is a good time to consider investing in infrastructure

Global equities are setting new record highs while the world economy is on its knees. This divergence has many investors concerned about market valuat...

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Ursula Tonkin

Integrating biodiversity into investment decisions

It is estimated that damage to our ecosystems and the associated loss of biodiversity could cost the global economy $10 trillion by 2050. For many, th...

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Ursula Tonkin

Five forks in the road for super funds

The superannuation industry may never see a year like 2020 again – at least, that is the hope. But there is little time to reflect and much to be do...

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Ursula Tonkin

Lessons from 2020 for yield-hungry investors

After a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns. Of late, dividend income has been subdued at best ...

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Ursula Tonkin

Fundamentals remain strong for infrastructure investment

Infrastructure in all its forms will be integral to the economic recovery and returning society to “situation normal”. There is no global recovery...

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Ursula Tonkin

Welcome to flow world

Many of the uncertainties of 2020 are resolved for now. The US election is decided, the stimulus bill has passed, the Federal Reserve is holding rates...

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Ursula Tonkin

China’s ox-like characteristics offer appeal

Economic resilience allied to structural growth promises to power Chinese company earnings in Year of the Ox, leaving investors plenty of growth optio...

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Ursula Tonkin

Under pressure: 5 dynamics shaping the inflation outlook

Since the global financial crisis, central banks have continually tried to lift inflation from depressed levels. Ultra-low rates and a deluge of liqui...

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Ursula Tonkin

Lower for longer interest rates drive SMSF hunt for yield

With credit markets being fundamental to the operation of the financial system, many governments have acted in timely, appropriate and proportionate w...

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Ursula Tonkin

Where do the bucks stop?

Reserve Bank governor Philip Lowe has come out with a clear message: that despite the economy doing better than the expectations of even a few months ...

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