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The Shale Explosion

Arnhem has had an in-depth look at US shale oil and gas boom and the impediments to US energy independence and impacts on global markets. The white paper explorea: • The implications of increased US oil and gas production, taking dependence on crude oil into consideration • The impact of US shale gas on Asian […]

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Too Much of a Good Thing – The Future of the Australian Wealth Management Industry

Arnhem Investment Management has released a new white paper, Too Much of a Good Thing – The Future of the Australian Wealth Management Industry. The white paper explores the industry’s dynamics and investment appeal, discussing: Indicators of industry concentration The impact of regulation, including MySuper, FoFA and fee pressures Political, environmental, social and technological factors […]

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Australian Housing Market Bubble

We have released a new white paper – Australian Housing Market Review: Market Drivers, Long-Term Pricing Indicators and Investment Implications. The paper examines some of the key drivers of the housing market including supply, demand and credit availability. It explores: The impact of demographics, immigration and ageing populations Housing supply and the building cycle House […]

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Executive Remuneration- A Strategic Approach

At Arnhem Investment Management, we believe that aligning executive compensation with shareholder interests is best done by using each company’s strategic goals as the basis for setting performance targets. In this paper, we draw on our industry research and experience investing in Australian listed companies to put Australian executive remuneration levels into both an historical […]

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