A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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New Issue: Peet Bonds 2
On the 20th of June 2017, Peet Limited (ASX Code: PPC) announced a new issue, Peet Bonds 2 (Prospective ASX Code: PPCHB). This is Peet’s second...
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Weekly Highlights: Month End, Bank Reporting, Corporate News
As we move into the new month, demand for corporate bonds remains strong. The balance has been skewed for most of 2017, with bonds being easy to...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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