After eight years of falling interest rates and quantitative easing, most investors are wondering how long before the next great fall and when it will happen, mostly so they can dump their shares and avoid the pain suffered during the GFC. Show More
themes
The rise of emerging markets have transformed the global economy and the way investors allocate capital over the past 25 years. It has become increasingly synchronised reflecting their enhanced integration into global trade and capital flows, with China at the epicentre of this shift. As measured by purchasing power parity... Show More
At the recent investor presentation, Paul Moore, Chief Investment Officer at PM CAPITAL, identified two themes that they’ve been buying into recently. After falling around 60% from peak to trough, alternative investment managers are now offering double digits dividend yields. “When we did the valuation, it looked like were assuming... Show More
The Aged Care Financing Authority (ACFA) has indicated that growth in the ageing population will result in additional demand for 75,000 new beds/licenses in residential aged care facilities by 2022. Heathley has recently launched its Aged Care Property Fund, designed to provide investors with access to the anticipated growth in... Show More
“Today, there are well over 2bn smartphones in use, and there are between 3.5 and 4.5bn people with a mobile phone of some kind, out of only 5bn adults on earth. Over the next few years almost all of the people who don't yet have a phone will get one,... Show More
“MorganStanley found that consumers of all stripes intend to buy less beer going forward. A whopping 24 percent of consumers surveyed in 2015 (in the US) said that they plan to decrease their beer consumption in the next year, while just 8 percent said they plan to increase it. The... Show More
Interesting note out of Goldman today about the “spending implications from a new generation of parents”, aka millennials. While Goldman’s note focuses mostly on individual stocks that should benefit from this age group becoming parents, the macro themes are worth taking a looking at. First off Goldman believes there will... Show More
Six investment insights for 2015 and how we intend to benefit. 5) The Internet of Things has arrived: Some may remember the exponential growth math problem involving the wheat and the chessboard from early education. That is, if you place one grain of wheat on the 1st square, two on... Show More