Investor Digest

It’s been nothing short of an eventful start to 2022. In this episode, General Manager of Investments Scott Tully speaks with Senior Investment Manager George Lin about the latest geopolitical developments dominating headlines. From the Russian invasion of Ukraine to rising inflation, we explore the impact on investment markets.

In this episode, General Manager of Investments Scott Tully speaks with Senior Investment Manager George Lin about the latest developments in investment markets. They discuss the reopening of economies, central banks tapering, a slow-down in China’s economy and more, finishing off with an outlook for the months ahead.

In the latest episode of Investor Digest, Tamikah Bretzke is joined by Ben Lam, Leroy Qian and Daniel Cheang from the Investments team to discuss one of Australia’s favourite asset classes – property – and some of the longer-term and structural shifts occurring within listed and unlisted markets.

What are some of the key indicators of inflation? Tune in as Tamikah Bretzke is joined by Scott Tully and George Lin of the Investments team for a June quarterly catch-up, where they discuss some of the key market drivers last quarter and explore inflation, its possible impacts on investments, and the signposts that may hint at the direction of inflation in future.

There’s a lot of noise surrounding Bitcoin, and it generally falls into two schools of thought. In this episode, Tamikah Bretzke is joined by crypto enthusiasts Curtis Dwyer and Ketan Gulabdas for a bull versus bear debate, where they discuss some of the risks and opportunities of Bitcoin, and address some of the common misconceptions people have about this asset.

How has portfolio construction evolved over time? Tune in to hear Curtis Dwyer, Peter Dymond and Ernest Kwok from the Investments team discuss the shift away from traditional 60/40 portfolios, and the evolution of strategic asset allocation in an ever-changing investment environment.