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What's New

  • Dr No. (Value)

    Article  | 16 January 2018

    Is it better to continue buying assets that look increasingly expensive (providing little or no value)? Or to leave something on the table as prices keep going up and risk missing out on further gains? In short, as markets continue to rise, the risk allocation dilemma has become an even harder problem for investors to solve.

  • The listed infrastructure sectors to watch in 2018

    Article  | 12 January 2018

    Global listed infrastructure has delivered strong absolute returns to investors in recent years. Here's why we favour railroads and European toll roads.

  • 2018 outlook: hunting for yield in all the wrong places

    Article  | 27 December 2017

    A year of numerous new highs for share markets without significant drawdowns has lulled investors into a state of complacency in their asset allocations. Our global fixed income team look at the events that will change the playing field in 2018 and share their views on Australia, the US, Europe and Japan.