Research

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Date Asset class Format Topic
02 Sep 2010 Economics Economic note

Australian economy gains momentum quickly
16 August 2010 Property Property viewpoint Property and Australia's ageing population
9 August 2010 Economics Research paper China at a tipping point - James White   
6 August 2010 Economics Research note RBA update and impact of commodity boom
28 July 2010 Economics Economic note Australian underlying inflation moderates
14 July 2010 Economics Research note Australian economic and budget update
12 July 2010 Property Property viewpoint Hedging your bets: How unlisted property can help guard against inflation
8 July 2010 Ecomonics Research note Australian employment remains strong
28 June 2010 Economics Research note Australian political developments and the G20
2 June 2010  Economics Research note Australian economy continues to expand
31 May 2010     Infrastructure Research note Europe’s sovereign debt crisis: a Herculean task ahead,with opportunities for infrastructure
25 May 2010 Fixed interest and credit  Research paper How is the current Sovereign Risk Crisis in Europe impacting credit?
24 May 2010 Fixed interest and credit  Research paper Greece
21 May 2010 Economics Economic note China research and development note
20 May 2010 Fixed interest and credit  Research paper What is sovereign risk and how to measure it?
12 May 2010 Economics Economic research note 2010/11 Australian Budget: Better than all the rest
11 May 2010 Property Property viewpoint Finding value from commercial property investment
08 May 2010 Infrastructure     Thought piece Infrastructure is more defensive with ESG consideration
5 May 2010 Economics Economic research note Australian government tax reform - or is it?
4 May 2010 Economics Economic research note RBA goes again - upside risks to rates remain
30 April 2010 Infrastructure Research note

Flying high: A review of airport regulation in Australia 
28 April 2010 Economics     Economic research note Australian inflation shows re-emerging price pressures
23 April 2010 Property Property viewpoint Wallets are reopening and Australia’s largest shopping centres are set to outperform
22 April 2010         Economics     Economic research paper Health reform and Commonwealth-State financial relations
14 April 2010 Economics Invitation

Invitation to receive reports on James White's travels in May 2010
06 April 2010 Economics         Economic note RBA quickens the pace of the journey
30 March 2010 Australian Equity Video Do franking credits lead to tax efficiency?
16 March 2010 Property     Property viewpoint What now for CBD office demand?
2 March 2010 Economics Economic note RBA takes another step towards average
22 February 2010 Fixed interest and credit Research paper European sovereign credit risk
12 February 2010 Economics Economic note Australia as a Financial Centre - some thoughts 
12 February 2010 Economics Economic note European sovereign credit risk - some thoughts
8 February 2010 Economics Economic note A sign of strength - Government withdraws Bank and State guarantee
5 February 2010 Economics Economic note RBA raises GDP and inflation forecasts – but waiting for more information
2 February 2010 Economics Economic note RBA will wait - but watch
27 January 2010    Economics Economic Note    Australian inflation eases marginally
16 December 2009 Economics Economic Note Slow growth for the Australian economy in Q3 09
14 December 2009 Property     Research paper Improving prospects for the Australian retail sector
1 December 2009 Economics Economic note RBA continues gradual return to normal
1 December 2009 Property Market review Australian CBD office markets bottoming out
30 November 2009 Infrastructure Research paper

Evaluating infrastructure from a property perspective: the case for a diversified real asset allocation
16 November 2009   Infrastructure  Thought piece Infrastructure: turbulence creates opportunity in airports
9 November 2009 Economics Research paper Perspectives from China and the implications for Australia
5 November 2009  Property Market review Improving outlook for Australian industrial property markets
3 November 2009     Economics Economic note RBA continues the journey... budget improves slowly
28 October 2009 Economics Economic note Australian inflation headline low but underlying rateremains elevated
14 October 2009 Economics Research paper Australian Equities: Where are we in the cycle?
6 October 2009  Economics Economic note Reserve Bank of Australia lifts official interest rates
25 September 2009 Economics Research paper Financial Stability Review: Who’s better, who’s best
23 September 2009 Infrastructure Research paper Changing global infrastructure investment landscape
2 September 2009 Economics Research note Power and the Passion: GDP positive, while RBA stays on hold, but more optimistic
27 August 2009 Property Market review Australian core property sectors: overview and outlook
25 August 2009 Infrastructure  Market review Australian airport sector: overview and outlook
10 August 2009 Investment markets Economic note Ch, Ch, Changes: RBA shifts gear. Employment surprises, but watch incomes
22 July 2009 Investments markets Economic note Inflation_headline down, underlying stubborn
9 July 2009 Investment markets Economic note Further Australian labour market weakness
7 July 2009  Investment markets Economic note  'Hold the line' - RBA stays at 3.0%
6 July 2009 Investment markets Thought piece  'Take me back' - the changing structure of Australia's bond market
29 June 2009 Property Research paper Prospects for Australian office property investment yields
15 June 2009 Infrastructure Research paper Changing gears: navigating the road ahead in infrastructure
15 June 2009 Property Research paper Changing nature of listed real estate in Australia
11 June 2009 Investment markets Economic note Changing Australian labour market
3 June 2009 Investment markets Economic note Australia: a “recession”, but not as we know it
14 May 2009 Economics Economic review Monthly snapshot of the Australian economy
13 May 2009 Investment markets Economic note 2009/10 Commonwealth Budget: Living with the aftershock!
8 May 2009 Investment markets Economic note RBA holds fire as data stabilises
28 April 2009 Investment markets Thought piece Global Policy Response presentation
27 April 2009 Investment markets Thought piece Global policy response - the unprecedented becomes commonplace
22 April 2009 Investment markets Economic note

Australia’s inflation falls, but underlying measures stubbornly high
20 April 2009 Property Property market review Subdued outlook for New Zealand commercial property
8 April 2009 Investment markets Economic note RBA compromises with 25bp rate cut
6 April 2009 Property Property market review Australian hotel sector on a temporary vacation
3 April 2009 Economics Economic review Monthly snapshot of the Australian economy
3 April 2009 Economics Economic research note Retail and housing_the impact of stimulus
24 March 2009 Investment markets Economic commentary Stephen Halmarick on Sky Business
17 March 2009 Investment markets Economic commentary Stephen Halmarick on Sky Business
March 2009 Property Property market review

Australian industrial property markets are set to worsen, reflecting a weak economy
March 2009 Economics Economic research note Further deceleration in the labour market
March 2009 Economics Economic review Monthly snapshot of the Australian economy
March 2009 Property Property market review Australian retail sector sluggish underpinned by soft retail turnover
February 2009 Property Property market review Australian office CBD markets in cyclical downturn
February 2009 Property Property market review An overview of Australian property sectors
February 2009 Economics Economic review Monthly snapshot of the Australian economy
February 2009 Economics Economic research note Housing market to experience divergent price movements over 2009
January 2009 Economics Economic research note Disinflation provides some welcome relief
January 2009 Investment Infrastructure research paper A review of the Australian infrastructure investment market
January 2009  Economics Economic research note Weak sentiment to subdue retail sales in 2009
January 2009 Economics Economic research update An overview of the Australian economy: the outlook for 2009
January 2009 Infrastructure Infrastructure research paper Constructing an investment return series for the UK unlisted infrastructure market
January 2009 Property Property research note The pricing of the Australian commercial property market: an update
January 2009 Economics Economic research note Australia's labour market will deteriorate over 2009
January 2009 Investment Infrastructure research note Allocating capital to UK infrastructure investments
January 2009 Economics Economic review Monthly snapshot of the Australian economy
December 2008 Economics Economic research note Monthly snapshot of the Australian economy
October 2008 Investment market Presentation An overview of investment markets and the Australian economy
October 2008 Investment market review Research paper The credit crisis and implications for investment markets
October 2008 Property derivatives Presentation Property derivatives - a potential end user’s perspective
September 2008 Property Research paper The pricing of the Australian commercial property market: an update
September 2008 Property Property research note Property - the real estate investment trust (A-REIT) market
September 2008 Property Presentation Property - the A-REIT market current situation and outlook
August 2008 Property Presentation Unlisted property - a safe haven in times of stormy listed markets?
August 2008 Property/infrastructure Economic research note Monthly snapshot of the Australian economy
July 2008 Property Market review An overview of Australian core commercial property sectors
July 2008 Infrastructure Market review An overview of the infrastructure sector in Asia
July 2008 Property/infrastructure Economic research note Monthly snapshot of the Australian economy
June 2008 Credit Research paper Comparing the Wholesale Global Credit Income Fund to the Lehman Global Corporate Index
June 2008 Property Research note Allocating capital between Australian direct property, Australian REITs and global listed property
May 2008 Property Research paper Global REITs key features and recent trends
May 2008 Alternatives Research note Monthly snapshot of the Australian economy
April 2008 Infrastructure Research paper Investment opportunities in European infrastructure
April 2008 Property Presentation The global credit crisis and the impact on AUS-REITs
March 2008 Infrastructure Research note Allocating capital between Australian listed and direct infrastructure investments
February 2008 Credit Research paper Opportunities amidst uncertainty
February 2008 Property/infrastructure Economic research note Monthly snapshot of the Australian economy
January 2008 Property Presentation The changing risk profile of the Australian REIT sector
January 2008 Property/infrastructure Economic research note An overview of the Australian economy
November 2007 Property Presentation Property derivatives:- the Australian perspective
November 2007 Alpha strategies Presentation Alpha strategies - Extracting more juice from yesterday's heroes
October 2007 Property Research note The Australian commercial real estate investment market
August 2007 Property/infrastructure Economic research note

Credit crunch: implications for property and infrastructure (summary version)
Credit crunch: implications for property and infrastructure (extended version)
July 2007 Property Research note Property market review: An overview of Australian core commercial property sectors
July 2007 Credit Research paper Comparing the Wholesale Global Credit Income Fund to the Lehman Global Corporate Index
July 2007 Infrastructure Research note Australian airports regulatory review
May 2007 Property Presentation Sustainability and the implications for property investment
May 2007 Property Research note Investment performance benchmarks
May 2007 Property Research note Risk-reward space and Australian property investment
May 2007 Property Research note Direct commercial property market cycle in Australia
April 2007 Infrastructue Research note European Infrastructure Outlook
Mar 2007 Infrastructure Research note A look at wholesale infrastructure fund benchmarks
Mar 2007 Property Presentation Performance measurement and attribution issues with property assets - Presentation to performance attribution risk measurement Asia Pacific conference
Mar 2007 Property Research note An overview of Australian core commercial property sectors
Mar 2007 Property Research note Residential sector: Current view and short-term outlook
Feb 2007 Unlisted Property Research note Unlisted property investment market in Australia
Feb 2007 Property Presentation Outlook for the Australian property market
Dec 2006 Property/infrastructure Economic research note An overview of the Australian economy
Nov 2006 Property Property market review Australian property markets
Nov 2006 Infrastructure Research paper Investing in infrastucture - the Australian experience
Oct 2006 Property Presentation and Research paper

Real estate development and the role in the Australian investment market. This presentation was given at SISRE (Seoul International Seminar on Real Estate),outline of the seminar.
View the research paper on this topic.
Oct 2006 Property Presentation and Research paper Overview of direct property markets: South-east Asia and Australasia. This presentation was given at SISRE (Seoul International Seminar on Real Estate), outline of the seminar.
View the research paper on this topic.
Oct 2006 Property Presentation

Direct property & REIT markets: Australia and New Zealand
This presentation was given by Dr Anthony De Francesco, Head of Research Colonial First Stat Global Asset Management at ARES (Association for Real Estate Securitisation) in Tokoyo, Japan.
Oct 2006 Property Presentation Evolution of global REIT markets: structures and fundamentals
Oct 2006 Credit Discussion paper Measuring credit portfolio risk
Sep 2006 Infrastructure Research paper  A guide to infrastructure investments
Sep 2006 Property Presentation At the MIPIM Asia 2006 conference, leading investors from Japan, Korea, Hong Kong, Singapore and Australia debated the theme ‘What's next for Asia Pacific REITs?' The first presentationwas given by Dr Anthony De Francesco, Head of Research Colonial First State Global Asset Management, Australia.
Jul 2006 Property Research paper Constructing a global real estate portfolio
May 2005 Property Research paper In search of the discount rate for the property investment market
Aug 2004 Property Research paper The role of direct property in asset allocation