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Articles by Maria Loyez
The story of Australia and New Zealand’s non-bank sector
Introduction and report scope Perpetual Corporate Trust (PCT) and the Australian Securitisation Forum (ASF) have conducted research on specific market segments for close to a decade, covering topics such as investor preferences, asset class diversification, the rise of the warehouse and sustainability in securitisation.
Where Australia's largest ethical investor is finding opportunities
This is an edited transcript of an interview that Australian Ethical's Head of Domestic Equities, Mike Murray, did with colleague, Maria Loyez. Maria Loyez: AtAustralian Ethical, we factor in inflation and what's happening in the macroeconomic environment in terms of our asset allocation and particularly our multi-asset funds. But from a domestic equities' perspective, you think about that a little bit differently.
Which asset class in Australia offers the best value now?
Here’s a chart of the current yields for the four key asset classes: cash, bonds, property and stocks. Note: houses = avg rental yield across capital cities. Cash = bank bill index. Term deposit is CBA 12-month. Apartments = avg rental yield across capital cities. S&P 500 = earnings yield, trailing 12 months. ASX All Ordinaries = earnings yield, trailing 12 months. You’ll quickly notice that the chart includes Australia’s current inflation rate of 7.8%.
Are we reaching peak passive investment?
A little more than five years ago, we wrote about the migration towards passive investing in the US.
The future remains bright for industrial property
High levels of inflation and rising interest rates have shifted the investor landscape. Many investors have pursued cashflow growth and its contribution to investment outperformance. Commercial real estate is often considered to be a defensive asset class given the contractual cashflows offered through periods of uncertainty. These contracts typically have fixed rental increases or other rental features linked to inflation/CPI rates.
Why a $5 coin and not a $5 note repays public debt
Over 30 years ago we published an academic paper explaining how the replacement of the $2 note with the $2 coin in June 1988 had led to a short-term reduction in the Commonwealth Government’s recorded budget deficit. The reason was the budgetary accounting treatment of the seigniorage profit to the Mint from creating coins compared to when the Reserve Bank (RBA) prints notes. We doubt many people have ever read that paper.
5 lessons I've learned moving from corporates to startup
It’s becoming widely recognised in the corporate world that employing people from similar backgrounds with similar experience drives the same, narrow style of thinking, so savvier businesses now actively look for individuals with different perspectives, life experiences and skills sets.
What two investing insights would you give your 20-year-old self?
For a PDF version: Free Cuffelinks ebook of Special Edition 200 Hamish Douglass, Chief Executive Officer and Chief Investment Officer, Magellan Asset Management 1. My central advice would be that successful investing is about finding and then owning for the long-term companies that can generate excess returns for years to come. It’s not about looking for stocks that might come into short-term favour on stock markets.
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