3 ways to defuse intergenerational anger

3 ways to defuse intergenerational anger

Intergenerational bickering continues and with over 50% of voters in the Gen Z and Millennial cohorts, Canberra is listening to the grievances from young Australians. Allegra Spender the independent member for Wentworth released a 75-page tax reform white paper and Treasurer Jim Chalmers has announced there will be significant tax changes included in ...
Why an extended US-Iran war will punish mortgage holders

Why an extended US-Iran war will punish mortgage holders

For all the talk of energy transitions, oil and gas markets remain at the centre of the global economy. When oil and gas are cheap, inflation is low and growth is strong. When they rise sharply, the opposite usually follows. That matters for Australia because oil and gas are becoming more expensive as the US escalates its war with Iran. Reflecting ...
Don’t forget the yield

Don’t forget the yield

GLI dividend yields attractive in absolute terms and relative to history For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range. The sustainability ...
Japan 2026: A new PM heralds a new golden age?

Japan 2026: A new PM heralds a new golden age?

In October 2025, after a string of poor election results, the Liberal Democratic Party (LDP) chose Takaichi Sanae to become Prime Minister - Japan’s first female PM. Within months of her ascent, PM Takaichi went to the people and achieved a staggering result – a supermajority of more than two-thirds of the lower house. We believe her election success ...
Why are central banks moving from US Treasuries to gold?

Why are central banks moving from US Treasuries to gold?

If you’ve walked past ABC Bullion in Sydney’s Martin Place in recent months, you may have noticed the steady queues forming outside. What’s behind the recent ‘gold rush’? Gold recently overtook US Treasuries as the largest reserve asset held by foreign central banks. A reserve asset is a store of value that a country’s central bank keeps on hand (such ...
Has global human wellbeing peaked? What the data reveals

Has global human wellbeing peaked? What the data reveals

Global debates about human wellbeing have increasingly centred on sustainability and the ambitions of the Sustainable Development Goals (SDGs), established by the United Nations (UN) to guide economic development and social progress across both developing and advanced economies. Institutions like the United Nations Development Programme (UNDP) and the ...
Codes Red – what the architects are saying

Codes Red – what the architects are saying

Philip Thalis has achieved Australia’s highest architectural honour – the Gold Medal in Architecture in 2024. It keeps him immensely busy and partly that’s because his words have more clout now than ever. At the briefing on Monday ahead of our newest Big Debate event, Codes Red on 31 March, Thalis showed no signs of pulling his punches. Sign ...

3 ways to defuse intergenerational anger

3 ways to defuse intergenerational anger
Intergenerational bickering continues and with over 50% of voters in the Gen Z and Millennial cohorts, Canberra is listening to the grievances from young Australians. Allegra Spender the independent member for Wentworth released a 75-page tax reform white paper and Treasurer Jim Chalmers has announced there will be significant tax changes included in ...

Why an extended US-Iran war will punish mortgage holders

Why an extended US-Iran war will punish mortgage holders
For all the talk of energy transitions, oil and gas markets remain at the centre of the global economy. When oil and gas are cheap, inflation is low and growth is strong. When they rise sharply, the opposite usually follows. That matters for Australia because oil and gas are becoming more expensive as the US escalates its war with Iran. Reflecting ...

Don’t forget the yield

Don’t forget the yield
GLI dividend yields attractive in absolute terms and relative to history For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range. The sustainability ...

Japan 2026: A new PM heralds a new golden age?

Japan 2026: A new PM heralds a new golden age?
In October 2025, after a string of poor election results, the Liberal Democratic Party (LDP) chose Takaichi Sanae to become Prime Minister - Japan’s first female PM. Within months of her ascent, PM Takaichi went to the people and achieved a staggering result – a supermajority of more than two-thirds of the lower house. We believe her election success ...

Why are central banks moving from US Treasuries to gold?

Why are central banks moving from US Treasuries to gold?
If you’ve walked past ABC Bullion in Sydney’s Martin Place in recent months, you may have noticed the steady queues forming outside. What’s behind the recent ‘gold rush’? Gold recently overtook US Treasuries as the largest reserve asset held by foreign central banks. A reserve asset is a store of value that a country’s central bank keeps on hand (such ...

Has global human wellbeing peaked? What the data reveals

Has global human wellbeing peaked? What the data reveals
Global debates about human wellbeing have increasingly centred on sustainability and the ambitions of the Sustainable Development Goals (SDGs), established by the United Nations (UN) to guide economic development and social progress across both developing and advanced economies. Institutions like the United Nations Development Programme (UNDP) and the ...

Codes Red – what the architects are saying

Codes Red – what the architects are saying
Philip Thalis has achieved Australia’s highest architectural honour – the Gold Medal in Architecture in 2024. It keeps him immensely busy and partly that’s because his words have more clout now than ever. At the briefing on Monday ahead of our newest Big Debate event, Codes Red on 31 March, Thalis showed no signs of pulling his punches. Sign ...