Key points Australia’s two key economic vulnerabilities are i) the housing market and ii) the dependence on Chinese growth for commodity demand. Vulnerabilities leave an economy exposed to downside shocks which could led to a recession. Dwelling price growth may be hit by interest rate hikes and a boom in the new supply of homes.
11 October 2017 World energy demand is expected to grow at an annual rate of 1% over the next 25 years. While renewable energy use will continue to grow, fossil fuels will remain the principal energy source. However, natural gas is the fastest growing fossil fuel and coal will continue to lose market share. This
10 January 2017 Jamie O’Donnell Portfolio Manager / Analyst, Global Listed Real Estate In the last five years, those clients who were invested in the listed real estate sector have benefited from strong total returns. Notably, global listed real estate has outperformed the majority of other asset classes for eleven of the last