Investment market insights

What are the global investment implications of the Trump presidency?

Alex MacLachlan, Chief Executive Officer, Walsh & Company

As the world awaits the global implications of this new world of politics, it’s prudent to examine what moves Donald Trump may make as US President...Read more

Discover the forces driving the rise in global bond yields

Patrick Broughton, Investment Committee Chairman

Global bond yields rose significantly in November, reportedly as a result of an improving global growth outlook leading to inflation, and a broad multi-...Read more

Is it wise to capitalise on low interest rates to invest in residential property?

Lyle Meaney, Managing Director, Investment Advisory

The continual decline of interest rates still dominates Australian residential property market discussions. Record low rates have encouraged investors and...Read more

Understanding share index investing and index composition

James Brown, Portfolio Manager, Walsh & Company

What is the purpose of share indices? Are they an investment target, an investment return benchmark, or are they simply an indication of the investment...Read more

Key investment lessons from 2016

Nerida Cole, Managing Director, Financial Advisory

Volatility has dominated global sharemarket headlines in 2016. From US Federal Reserve (Fed) plans to lift interest rates to calls that the global bond...Read more

The impact of developed market inflation on investment portfolios

Patrick Broughton, Investment Committee Chairman

Global bond yields are on the rise from their lows earlier in the year, putting pressure on equity valuations. One reported driver has been a broad...Read more

Could investing in disruptive technology provide sustainable diversification?

Lyle Meaney, Managing Director, Investment Advisory

New ways of doing things that disrupt or overturn traditional business methods and practices are at the heart of disruptive innovation. And we see them...Read more

Is the US presidential election result Brexit plus?

Patrick Broughton, Investment Committee Chairman

The theme of political disaffection influencing world politics now has another telling data point; so what does the election of Donald Trump to the White...Read more

Why frontier markets are providing a new opportunity for investment diversification

James Brown, Portfolio Manager, Walsh & Company

With some emerging market economies currently experiencing slower rates of growth, alternative investment opportunities can be found in frontier market...Read more

How volatility and cheap money are enveloping investment markets

Lyle Meaney, Managing Director, Investment Advisory

2016 has been fraught with short, sharp bouts of market volatility. A large number of these episodes have been driven by the prospect of the US Federal...Read more

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