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Analysis

09 May 2023 • By Chris Iggo • 1 min read

The power of nominal values: A key to investment success

Economic transactions have been taking place at increasingly higher dollar levels. Nominal GDP growth has been stronger in the past two years than at ...

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Hybrid investment opportunities may be hiding in plain sight

Like any active investment manager operating in the broader fixed income space, Daintree Capital is constantly seeking to unearth hidden value across ...

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Prepare for the worst (while hoping for the best)

Anyone who has been in markets long enough knows that stress in the financial sector is often the first sign of real trouble. Even if the failure o...

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Ready for a pause? Bond market outlook

Despite all the chaos of the first quarter, one thing is looking clearer: the post-pandemic bear market has given way to a new bull market in bonds. T...

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Emerging markets back in favour

The global economy faces myriad challenges in 2023. The Russian-Ukrainian conflict enters its second year with no end in sight, tighter monetary poli...

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Every company is a tech company: Why cyber security matters for sustainability

Since 1975, the value of intangible assets — data, software, and intellectual property — on the balance sheets of US S&P 500 companies has r...

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Dismiss growth at your peril

For global investors, 2022 was a year when many thought that the reckoning had arrived for growth assets. Investors in global equities particularly...

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How do you see the wood for the trees?

We face a twin crisis of climate change and declining biodiversity, and both need to be tackled without delay. Climate change and nature loss are f...

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Niche property sectors lure Australian investors offshore

Australia’s largest investors are allocating more capital offshore to capture the potential returns and diversification benefits of niche property s...

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Fixed interest resurgence fuels ETF innovation, inflows

There was a 24.5 per cent increase in fixed interest ETF buy trades in the half year to end December 2022, according to data from the country’s lead...

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