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Home / Author: Jonathan Rochford

Jonathan Rochford

How a Chinese hard landing could play out

A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.

Are Chinese investors still on training wheels?

Retail Chinese investors turned away from their local property market as prices began to fall, just as margin loans and access to the stockmarket became easier. The market doubled in a year, but what about valuations?

Price volatility matters for bond investing

Investors often focus on the movement in bond prices caused by changes in interest rates, but except (usually) for government bonds, credit quality also has a major impact on prices.

A beginner’s guide to peer to peer lending

Advances in technology have allowed peer to peer lending to thrive, offering credit to more potential borrowers at lower interest rates than those offered by banks. How does it work and will it last?

Four dangerous high yield credit myths

Many high yield investors assume the past will be a good indication of the future. A failure to correctly understand the past has led to common but dangerous myths about high yield credit.

Is a debt bonfire building?

Findings from three recent seminal papers highlight the rapidly growing levels of debt across the world, which at some time is likely to impact future investment returns and economic growth. Are you prepared?

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Retirement

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

Investment strategies

Three strategies for investing amid AI whiplash

AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.

Investment strategies

Are private market assets the answer in an unstable world?

Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.

Property

Mispriced in plain sight: The case for Global REITs

Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.

Investment strategies

Survival is the only success

True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.

Investment strategies

$42 billion too late

Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations. 

Investment strategies

Do investors accept lower returns from assets that make them feel good?

Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.

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