In Australia, property prices have surged over the last year, increasing by 13.5% in the year to May. This situation is not isolated to Australia. House prices across most developed nations have been rising.
5th Jul, 2021
We remain constructive on the A$’s 6 to 12- month prospects, with the prospect of further global re-opening and an above-trend growth environment, typically bearish for the US$ and bullish for commodity-driven/risk on currencies such as the A$.
28th Jun, 2021
After a sharp sell-off in the first quarter bond yields have surprised the consensus by falling in Q2. The US bond market has led the decline, although the Australian bond market has seen a similar pattern.
21st Jun, 2021
The announcement and subsequent progressive global rollout of multiple effective vaccines has sent equities back to pre-pandemic levels and indeed well ahead of pre-pandemic levels in the case of the US market. More than 2.01 billion doses have now been administered.
7th Jun, 2021
Real assets typically refer to investments in unlisted real estate and infrastructure, as well as Physical Commodities (such as gold) and agriculture-based assets (e.g. timberland and farming).
31st May, 2021
The sustained rally in Australian equities since markets bottomed in March 2020 has so far taken place without any meaningful price correction.
20th May, 2021
The US CPI release for April suggests that inflationary pressures are picking up quite sharply. Two critical questions facing investors are whether these emerging inflationary pressures will persist beyond the next few months and how the Fed will respond.
17th May, 2021