Market Insights

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Macro perspectives: growth, rates and inflation

While a fiscally fueled expansion looks likely this year, it's uneven across regions. Franklin Templeton's specialist investment teams weigh in on the implications across...

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Reimagining buildings on the journey to net zero

Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highli...

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Enhance the return profile of defensive portfolios

Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your cli...

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Earnings outlook: A growing economy drives multi-year earnings rerates

Faced with the headwinds of pronounced health and economic uncertainty, what does 2021 and 2022 offer on the earnings front? Paul Xiradis, Executive Chairman, Chief Inves...

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The golden rules of commercial property investment

Help give your clients the returns they need. Adding commercial property into their portfolio mix could be worth considering. Discover the rules here....

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Why the fundamentals continue to support credit

Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Inc...

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The next evolution of defensive portfolios

A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved....

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We have the power to transform to a low-carbon world

The key to decarbonising industries such as transport lies in renewable energy and smart grids that will expand electrification....

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Rising yields, rising opportunity?

Western Asset’s Anthony Kirkham sits down for a Q&A discussion on fixed income investing in the wake of a historic bond market selloff in February. View insights. ...

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AIA Australia holds first Adviser Summit

AIA Australia is on a mission to develop a robust, sustainable insurance industry by getting industry stakeholders working together. The Adviser Summit 2021 was an opport...