Real estate pricing going global

17-Dec-2015|By Wouter Klijn

The pricing of core real estate assets and the flow of capital into that asset class had undergone further globalisation, breaking through the regional separation of the past, according to Frontier Advisors. Following a three-month ‘deep d.. Read More

Real estate pricing going global

17-Dec-2015

The pricing of core real estate assets and the flow of capital into that asset class had undergone further globalisation, breaking through the regional separation of the past, according to Frontier Advisors. Followi.. Read More

Investors warm up to regional exposures

10-Dec-2015

Institutional investors were starting to move away from the typical international versus Australian equity approach and were starting to allocate to regional, in some cases even single country, exposures, according to Ko.. Read More

Investors more concerned about FI liquidity

10-Dec-2015

Institutional investors are increasingly concerned about the decreasing levels of liquidity in fixed income markets as global regulations and an increase in retail presence are changing markets. “I don’t.. Read More

Will Australian rates remain high?

10-Dec-2015

Australian sovereign bond rates were materially higher than in the rest of the world, but for that scenario to continue, the domestic economy would need to return to above-trend growth, according to global fixed income m.. Read More

Zero-bound may be revisited often

03-Dec-2015

Zero-bound, the situation where a central bank has lowered short-term interest rates to close to zero, might become a common occurrence in the coming years, according to QIC. “Major economies may not even have.. Read More

Aust equities outperformance due to currency

26-Nov-2015

It is a well-known fact that over the past 10 years the Australian stock market has performed better for local investors than international equity markets. Partly this is due to the effect of franking credits in the.. Read More

Time to protect fixed income returns

26-Nov-2015

Fixed income portfolios had delivered strong returns over the past five years, but with yields at record lows and the prospect of rising interest rates, it might be time to protect those returns, according to fixed incom.. Read More

Equities outperform bonds… sometimes

19-Nov-2015

It is commonly accepted investment wisdom that in the long run, equities outperform government bonds. But the equity risk premium (ERP) was far more volatile than commonly thought, even over 20-year periods, accordi.. Read More

EM the standout in long-term assumptions

19-Nov-2015

Australian institutional investors have been reducing their allocation to Australian equities in favour of international equities, but it may be time for those investors with a little more risk appetite to consider an al.. Read More

FX should be treated as asset class

12-Nov-2015

The high levels of volatility in global currencies present opportunities for superannuation funds to add additional returns. Therefore, foreign exchange should be treated an asset class in its own right, requiring a.. Read More