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Tailwind for private lending is just beginning: Pallas Capital

Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years. A combination of higher petrol prices, as well as continued rising food, housing, and energy costs, remain the key drivers of the increase. The Reserve Bank of Australia (RBA) is tipped to raise…

Ishan Dan | 28th Jul 2022 | More
Fixed mortgages cliff coming, economy could slow

Housing crash As fixed mortgages expire in Australia, households will be hit by higher interest costs on variable mortgages which will threaten consumer spending and economic growth, according to new research from AMP Investments.  A large number of home loans in Australia were fixed at ultra-low interest rates during the pandemic. Many of these will…

Nicki Bourlioufas | 22nd Jul 2022 | More
  • Commodities the only highlight in rough year: Atchison

    The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through. A pandemic, supply chain disruptions, war, rising energy prices, climate change and soaring inflation are just some of the key themes that impacted global markets throughout the year. As…

    Ishan Dan | 8th Jul 2022 | More
    First Sentier Investors launches property fund with carbon focus

    Global investment manager, First Sentier Investors, has launched an ESG-friendly property fund which has a built-in carbon overlay feature that allows for the comprehensive measurement and reporting of carbon emissions on all the underlying assets. The fund has been accredited by the Responsible Investment Association of Australasia (RIAA). The fund’s carbon overlay works by analysing…

    Ishan Dan | 30th Jun 2022 | More
  • Banking sector remains strong, but crypto, housing challenge grows: APRA

    The chair of the Australian Prudential Regulation Authority (APRA), Wayne Byres, spoke at the recent AFR Banking Summit on the current state of the Australian financial system, addressing the various geopolitical thematics, economic headwinds and ongoing tensions at play. He also touched on housing, climate action and digitisation. The Australian banking system has undergone reforms…

    Ishan Dan | 9th Jun 2022 | More
    ‘Hold your view lightly’: GQG on Russia, ESG

    Everybody wants certainty, but it’s the one thing in short supply in markets today. “In investing, the most important thing to recognize is that you’re probably wrong in anything which you believe,” Mark Barker, head of international at GQG Partners, told the Inside Network’s recent Equities and Growth Symposium. “Have a view, but hold your…

    Lachlan Maddock | 9th Jun 2022 | More
    The ripple effect of rate rises on commercial property

    The Reserve Bank decision to push up the cash rate by 25 basis points to 0.35% – the first increase in 11 years – did not surprise Castlerock. Some analysts thought the RBA might hold off for another month considering we were amid a federal election; others thought the increase might have been higher with…

    Adam Bronts | 6th Jun 2022 | More
    House price weakness may limit rate rises

    The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price weakness will spread to other cities, which may limit the number of official interest rate rises this year that are needed to tame inflation. According to the Reserve Bank of…

    Nicki Bourlioufas | 6th Jun 2022 | More
    Fiduciary mindset, nuance key to success in real estate

    Many people at the top of funds management travel around the world to work in various locations, to build a career. For Max Swango, managing director and global head of client portfolio management with Invesco Real Estate, that career came to him, in his home town of Dallas, Texas, where he is based. But Swango…

    James Dunn | 6th Jun 2022 | More