This decade has now seen three global growth scares – around 2011-12, 2015-16 and now…
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This decade has now seen three global growth scares – around 2011-12, 2015-16 and now…
For some time our view has been a less upbeat on the Australian economy than…
The proliferation of online shopping has heralded a structural shift in the marketplace. With it…
Infrastructure is vital to economic growth. It creates a virtuous, never-ending cycle: investment in infrastructure…
If you look around the world, we face unprecedented risks. The US-China trade war, Brexit,…
While some have expressed surprise at the recent resilience in the value of the Australian…
I have been working in and around investment markets for 35 years now. A lot…
As had become widely expected in the past two weeks the Reserve Bank of Australia…
Manufactured housing is a very resilient asset class – as showcased by the largest US…
Listed infrastructure is an asset class that just a decade ago was poorly understood by…