Australia

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Australian Equities

07NOV 2019

Finding sustainable returns in the Afterpay economy

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the perpetual growth machine ready to stall?

Investment Insights

16OCT 2019

Fixed Income

16OCT 2019

2019

OCTOBER

16OCT 2019

Multi-Asset

From quant quake to repo crisis – when virtuous cycles turn

In the midst of a tranquil September, a sudden market reversal and a liquidity shock were fleeting but potent warning signs for a market still riding high on central bank support.

15OCT 2019

Fixed Income

Waiting for the fallout

While trade tensions may be lessening and (some) central banks easing, there is plenty of damage still in the pipeline. But while markets wait for the fallout, investors have yet to adjust to the realities of a low yield, low growth, low return world.

11OCT 2019

Australian Equities

WAAAX on, WAAAX off: multiples are fickle, but value is forever

With Abbey Road back in the charts and the We Co rocket failing to launch, it’s a good time to remember that cashflows still drive value, even when value is hard to find.

08OCT 2019

Investment Insights

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

03OCT 2019

Investment Insights

Sustainable investment ambitions fail to reflect actions of investors

The proportion of people who are investing sustainably is significantly lagging those who are interested and would like to invest, indicating that a gap exists between investors’ intentions and their tangible actions, according to the latest Schroders Global Investor Study 2019^.

03OCT 2019

Investment Insights

Investors have high return expectations despite low growth market reality

Investors have high expectations for their investments despite the low growth, low interest rate market environment, according to the latest Schroders Global Investor Study*. This finding was more evident among Australian investors, whose income expectations exceeded those of their global counterparts.

SEPTEMBER

17SEP 2019

Investment Insights

How trade wars are rocking the wobbly world economy

Following the latest escalation of tensions, we are downgrading our forecasts for growth.