Investment market insights

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

Why you should consider investing in real assets

Lyle Meaney, Managing Director, Family Wealth Management

With global inflation starting to pick up, real assets like infrastructure and property provide investors with interesting alternatives. These assets are...Read more

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, Family Wealth Management

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 increase...Read more

Could investing in disruptive technology provide sustainable diversification?

Lyle Meaney, Managing Director, Family Wealth Management

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

Share