property trusts

Corrine Ng

Whether you’ve heard of it or not, ESG (Environmental, Social and Governance) investing is already big business. Bank of America claims it has doubled in the past few decades1 and the US$1.3tn Government Pension Investment Fund of Japan intends to more than triple its portfolio allocation to ESG investments from... Show More

Patrick O'Reilly

Technology has disrupted many industries but commercial property isn’t one of them. Buildings are still buildings, and the predictability of the rents is the source of the stable, reliable returns property trust investors demand. Disruption is, however, creating an opportunity with all the attractions of traditional commercial property plus richer... Show More

Mathan Somasundaram

Low growth and low interest rates remain the key risks for financial stocks as global economies move from one disaster to another. The growth and yield to value outlook continues to favour banks above diversified financials, insurance and property trusts. The currency is likely to weaken as market optimism of... Show More

Mathan Somasundaram

Macro outlook: Low growth and low interest rates remain the key risks for financial stocks as central banks run out of ideas. China, Japan and Europe will need more central bank support to manage growth slowdown while there are cracks beginning to appear in the US and UK recovery stories.... Show More

Mathan Somasundaram

Global growth remains weak while US recovery is beginning to give the US Fed comfort in moving on their tightening rate cycle. China, Europe and Japan are expected to deliver more stimulus while US beginning to see early signs of inflation. Even with the recovering US yields, Aussie financials are... Show More

Mathan Somasundaram

Banks: The substantial weight in the index and the high yield premium has made the bank sector to trade in line with the currency and the economy. Central banks globally continue to maintain an easing bias through currency war. US Fed decision next week will be the dominant factor in... Show More

Mathan Somasundaram

Macro outlook: Central banks have returned to currency war. The artificial devaluation of major currencies and underlying strength in the Australian economy has driven the AUDUSD back above 75 cents. We see real risk of AUDUSD trading above 78 cents with dovish US Fed. The US Fed meeting later this... Show More

Mathan Somasundaram

Bank sector: Global macro and central bank risks remain, but the downgrade cycle is mainly in the price. The yield premium and central bank easing bias suggests that banks should see support despite weakening outlook. Show More

Livewire News

Surging share prices and a rise in -business and consumer confidence are expected to lead to a sharp increase in global mergers and acquisitions this year. Analysis of early-stage deals by -transaction software company Intralinks suggests that globally the number of mergers will rise between 10 per cent and 17... Show More