Central Bank Policy Fuelling Property Markets

The imposition of COVID-19 on societies across the globe may have lead investors to doubt the future prospects of commercial property, while the opposite has occurred in many nation’s residential property markets, as the rise of working-from-home arrangements has...

Aussie Banks: an update post-results

Over the past two weeks we have seen three of the four major banks – NAB, ANZ and Westpac – report their second half results for 2020. The environment in which these results have been released has been unusual, as we have seen the traditional economic data (that would...

Growth vs Value

The conundrum continues The two schools of thought and the disparity of the relative performance of both investment styles continues to be a point of discussion amongst investors. As equity markets continue to rally in all major regions, are we approaching a point...

Emerging Markets Debt

When central banks lower cash rates and peg interest rates, they are lowering the price of money and time-value (appreciation rate), creating the economic incentive to borrow whether that be for consumption or investment. For some, this will mean they consume more...

Volatility and Liquidity

“People say I got a drinkin’ problem But I got no problem drinkin’ at all They keep on talkin’ Drawing conclusions They call it a problem, I call it a solution”               Midland (2017)   My...