What are the risks of an Australian recession?

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.
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The rising demand of energy is presenting investment opportunities

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
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4 reasons why listed real estate is now safer if a downturn hits

    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
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Considerations for making a real estate investment – listed or direct?

By: JAMES MAYDEW Co-Head of Global Listed Real Estate. JULY 2016 Listed real estate within Australia has shifted focus from non-traditional activities and offshore exposure back to its core business of property ownership and rental income, instigating a much stronger financial position for many trusts and a lower risk profile. Coupled with a trend for investors
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Adjusting to a Low Yield World

By: CALLUM THOMAS Investment Strategist, Multi-Asset Group. JULY 2016 Low inflation, low starting point yields and constrained global growth means investors will need to adjust to single digit annual returns for the medium term. In this article, we provide our investment outlook for the medium term by drawing on our capital market assumptions across growth and
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