Indepth discussion on seeking income through infrastructure

Indepth discussion on income diversification through property

Indepth discussion on Self Managed Super Funds

Indepth discussion on the role of commercial property within client portfolios

Indepth discussion on investing in Asia

Indepth discussion on retirement income alternatives

Indepth discussion with the founder of Modern Monetary Theory

Indepth discussion on income plus growth equals your total return

Indepth discussion on investing in cloud computing and big data

Market Thinkers series discussing the evolution of retail

Market Thinkers Series discussing property prices, interest rates and government policy

Market Thinkers series discussing high performance computing, semiconductors and AI.

Market Thinkers series discussing the investment opportunities within renewable energy, battery storage and everything 'green'.

Market Thinkers series discussing the investment opportunities within e-commerce in global sharemarkets.

Market Thinkers series discussing the investment opportunities within cryptocurrency and digital assets.

Market Thinkers series discussing the Asian Middle Class and investment opportunities.

The future is East - Why Asia will be the growth driver of the global economy If it was not clear before the pandemic, it is now; Asia is will be a key driver of the global economy for decades to come. Whether it is the booming middle class, including China and India, the resultant changes in consumption patterns or the continued urbanization the trend is not slowing. Yet Asia remains underweight in most investment portfolios and many experts continue to apply developed market experiences...

With all attention focused on the ubiquitous FANGS, there is a rapidly expanding group of fast-growing companies seeking to disrupt the original disrupters. By and large these companies are nimble, technology-enabled and targeted huge and growing addressable audiences through user friendly concepts, products or services. Yet most of these faster growing companies lie outside of the eyes of the major investors, in the mid-to-large cap space, where valuations range from $2 billion to $10...

Can credit replace lost dividends? 2020 has seen term deposit rates fall below 1% and dividend cuts hit the core sources of income of most investors. The lasting impacts of the pandemic means that the high yields of the past will likely take some time to return, whilst central bank policy suggests interest rates may not increase for several years. In this environment, where should investors be looking for income? The Australian corporate bond and credit sector has seen substantial growth in...

Despite leading all asset class returns over the last three years, gold bullion remains misunderstood and underappreciated as an investment. After reaching all-time highs in 2020, the precious metal is becoming more common in portfolios for its ability to hedge against volatility. With income starved investors potentially facing negative interest rates, gold stands out as one of the very few truly alternative assets. But what does this mean? And why is it important? In this session we will...

Pandemics, money printing and property prices COVID-19 has once exposed to the frailties and inaccuracies of forecasting and long-term economic assumptions. Yet for regular readers of his column, Christopher Joye, of Coolabah Capital stands out as one of the few experts with a knack for understanding the quickly evolving conditions and how they will impact both investors and the economy. In this session Chris will cover everything from how his many years in studying bond prices supported...

The Digitisation Theme is just beginning..... Microsoft CEO Satya Nadella was quoted in the middle of the pandemic saying that "Microsoft has seen two years' worth of digital transformation in just two months". And this was only at the beginning. Whether COVID-19 changes our lives completely is yet to be seen, what we do know now though, is that the digitization trend is only just beginning. This starts as simply as traditional retailers opening e-commerce stores, but expands into businesses...

With global investors fixated on big technology companies or the fast-growing emerging markets, one of the most important parts of the global economy is being ignored; smaller companies. The pandemic has had far-reaching implications for business, with the success of emerging markets like China in combatting the virus seeing investors flock to their shores. Yet with geopolitical risk surrounding China and an expected global shift in supply chains away from the region, should investors be...

The 30-year collapse in interest rates has delivered exceptional returns to investors as the value of their bonds has increased. Yet with money printing and Quantitative Easing (QE) occurring across the globe, experts are growing increasingly concerned about inflation in the years to come. As inflation increases, so do interest rates, potentially resulting in capital losses on traditional long-term Government bond investments. Yet as March exhibited, Government bonds continue to offer...