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2 September 2025
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In March 2020, air travel as the public knew it changed forever due to the outbreak of COVID-19. The challenges faced by airlines are significant but there are reasons to invest selectively now.
Martin Currie recently wrote to all the major companies in the firm's Australian income strategies. The objective of the letter is to emphasise the value of dividends for retirees, charities and institutions at this difficult moment.
Brandywine Global's latest recap of current market conditions and an examination of what the post-Covid-19 recovery may look like based on a selection of charts.
Many emerging market (EM) companies are evolving new profit pools by reimagining and reconfiguring their business models through advanced technological integration.
Western Asset’s base case outlook is for a longer, U-shaped global economic recovery premised on the view that near-term growth will be severely impacted, but that this shortfall will prove to be largely transitory as policymakers push to resuscitate economic activity.
The Fed policy initiatives introduced in recent weeks together represent a game-changer for the economy - in ways that go beyond what you might think.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
Despite mixed ASX results, the market has shown surprising resilience. With rate cuts ahead and economic conditions improving, investors should look beyond short-term noise and position for a potential cyclical upswing.
BWT Trust has moved to bring management in house. Meanwhile, many of the properties it leases to Bunnings have been repriced to materially higher rents. This has removed two of the key 'snags' holding back the stock.
With APRA phasing out bank hybrids from 2027, investors must reassess these complex instruments. A synthetic hybrid strategy may offer similar returns but with greater control and clearer understanding of risks.
The magnitude of founder Jensen Huang’s selldown may seem small, but the signal is hard to ignore. When the person with the clearest insight into the company’s future starts cashing out, it’s worth asking why.