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Agenda

Setting the investment agenda

AGENDA

25.05.2020

Monthly Agenda May 2020 – Disconnected

The outbreak of the corona crisis has left many of us feeling disconnected from friends, families, and work colleagues. Changes in the way we shop, …
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AGENDA

25.05.2020

Monthly Agenda May 2020 – Alternatives

Iron ore prices have rallied strongly over the last month, up over 15% in May as stronger than expected demand from China coupled with disruptions to …
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AGENDA

25.05.2020

Monthly Agenda May 2020 – International Equities

The correlation between US equities and the US dollar is once again negative, as it was during the last time the US Federal Reserve undertook …
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AGENDA

Monthly Agenda May 2020 – Fixed Income

One of the ironies of the current market is that investors appear to be rewarding the most indebted companies. In a classic ‘credit crisis,&…
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AGENDA

25.05.2020

Monthly Agenda May 2020 – Australian Equities

The recovery in global equity markets began in late March as a multitude of fiscal and monetary stimulus measures were announced around the world to …
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AGENDA

27.04.2020

Monthly Agenda April 2020 - What does it mean when government goes big?

The policy response to COVID-19 has been unprecedented but so has the impact on economic activity. Whilst we are conscious not to extrapolate near …
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AGENDA

10.03.2020

Monthly Agenda March 2020 – Long Live Schumpeter

There is a lot of negative news, views and opinions in financial markets right now. This negativity is rightly occurring on a number of fronts –…
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AGENDA

10.03.2020

Monthly Agenda March 2020 – Australian Equities

The Australian equity market’s performance in February was driven by two primary factors, being half year reporting season and escalating fears …
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AGENDA

10.03.2020

Monthly Agenda March 2020 – Global Equities

Complacency around the coronavirus marked the first half of the month for global equities with most markets up by around 5% in the first two weeks. …
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AGENDA

10.03.2020

Monthly Agenda March 2020 – Currencies and Commodities

Oil prices fell by over 13% in a very volatile month for the commodity as the impact of prolonged business shutdowns and restriction on travel in …
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AGENDA

10.03.2020

Monthly Agenda March 2020 – Fixed Income

Over the month of February bond yields fell across most markets. In Australia, 10-year yields finished down 13 basis points to a record low of just …
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AGENDA

13.02.2020

Agenda 2020 – Our Views in Brief

Global Growth – We expect global growth to rise in 2020 as an easing of trade tensions puts a floor under global manufacturing activity. This …
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AGENDA

13.02.2020

Agenda 2020 – The Dickensian Economy

It has been the best of times and the worst of times for the US economy. While this expansion has been the longest on record at over 126 months, it …
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AGENDA

13.02.2020

Agenda 2020 – Theme 2: ESG Investing Comes of Age

It began as a niche desire. Originally, socially responsible investing (SRI) was confined to a subset of investors who wanted their investments to …
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AGENDA

13.02.2020

Agenda 2020 – Theme 3: Let the Fiscal Phoenix Rise

Inequality of wealth within countries has grown in recent decades, particularly in advanced economies. The post-crisis policy response of injecting …
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AGENDA

13.02.2020

Agenda 2020 – Global Economy Breakdown

United States – Low inflation should keep the US Federal Reserve on hold during 2020. The November presidential election is likely to be a …
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AGENDA

13.02.2020

Agenda 2020 – Theme 1: A Technology Tipping Point

Since Apple released the first iPhone in 2007, few industries have been left unscathed. This transformational device was a tipping point in turning …
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AGENDA

13.02.2020

Agenda 2020 – Fixed Income

Fixed income assets had a strong year in 2019. Bond yields tumbled and credit spreads tightened in response to the dovish pivot by the US Federal …
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AGENDA

13.02.2020

Agenda 2020 – Australian Equities

After a strong year for domestic equity returns, the outlook is for a more benign outcome in 2020. Underpinning this view is the starting point for …
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AGENDA

13.02.2020

Agenda 2020 – International Equities

Our base case scenario remains favourable toward global equities in 2020. Within the US, the Federal Reserve still has room to ease policy should it …
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AGENDA

13.02.2020

Agenda 2020 – Alternatives

We define alternatives to be any asset that is defined by ASIC as a hedge fund or has an illiquidity premium embedded. This makes for a very …
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AGENDA

13.02.2020

Agenda 2020 – Asset Class Quilt of Market Returns

After a dismal 2018, global equity markets roared back to life in 2019 adding some $17 trillion in value over the 12 months. US equities were a …
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