Investment insights

Beyond Bollywood – five reasons to consider investing in India

James Brown, Portfolio Manager, Walsh & Company

An intriguing reflection of traditions dating back thousands of years, India is now a unique insight into the influence of innovation on growth. One if its...Read more

Why solar power is leading sustainable energy investments

John Martin, Managing Director and CEO, New Energy Solar – Walsh & Company

The recently released Finkel Review1 has once again highlighted that meeting growing energy demands while managing environmental, social and...Read more

What’s behind the divergence between US and Australian markets?

Lyle Meaney, Managing Director, Family Wealth Management

As a country that weathered the GFC better than most, Australia is now seen to be a major underperformer behind the US. Or are we? Headline figures reveal...Read more

Will Europe's political changes present investment opportunities?

Patrick Broughton, Investment Committee Chairman

The landslide victory by pro-European Union (EU) candidate Emmanuel Macron in the French presidential elections added to the feeling that voters in Europe...Read more

Have investment markets become complacent to uncertainties in this new era of politics?

Lyle Meaney, Managing Director, Family Wealth Management

Global share markets surged following Donald Trump’s election to President of the United States last November, however, many investors may now be...Read more

What’s new in the residential property market debate?

Patrick Broughton, Investment Committee Chairman

The debate surrounding residential property prices rages again – is there a ‘bubble’ or not and is the Reserve Bank of Australia (RBA) at...Read more

Why China's economic transition should continue to foster growth

James Brown, Portfolio Manager, Walsh & Company

China is a unique economy, given both its scale and the fact that it is effectively centrally controlled by the Chinese Communist Party (CCP) and Central...Read more

What do Australian company results reveal about prospects for the Australian sharemarket?

Lyle Meaney, Managing Director, Family Wealth Management

The February reporting season was relatively strong, indicating our corporate sector is in reasonable shape. A total of 142 ASX 200 companies reported their...Read more

Will 2017 be the year that global central banks raise interest rates?

Patrick Broughton, Investment Committee Chairman

Growth and inflation data from the major markets are showing signs of life. This is translating into a wave of commentary on, and a degree of uncertainty...Read more

Investment considerations for Australians in the new Trump era

Patrick Broughton, Investment Committee Chairman

Last month’s inauguration of the 45th President of the United States has the world talking. There has been and will be countless column inches about...Read more

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