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Analysis

Hamish FitzSimons

26 September 2017 • By Hamish FitzSimons • 1 min read

Where to from here for the banks?

With new taxes, inquiries and law suits piling up for the major banks, investors need to decide where their share prices are headed, writes AllianceB...

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Hamish FitzSimons

How much risk are you taking?

Hazard reduction is an often overlooked part of investing, writes Perpetual’s Vince Pezzullo – but the problem for many investors is knowing how ...

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Hamish FitzSimons

The business case for green real estate

The commitments made in the Paris Agreement on climate change have serious ramifications for global real estate portfolios, writes Aberdeen Standard ...

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Hamish FitzSimons

How to avoid the ETF trap

The popularity of exchange traded funds (ETFs) continues to grow at a rapid pace. Bell Direct CEO Arnie Selvarajah explains that there are several ver...

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Hamish FitzSimons

Where are we in the credit cycle?

With some commentators talking about the third credit bubble since the 1990s, CQS’s Craig Scordellis explains why he believes there are pot holes ...

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Hamish FitzSimons

Market reform: Kim Jong-un’s secret weapon

North Korea's escalation strategy continued last week with the testing of a thermonuclear bomb, but market reform may be the regime's most potent weap...

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Hamish FitzSimons

Yellen’s red flag to Trump

Janet Yellen’s recent speech at Jackson Hole sang the praises of regulatory reforms made in the wake of the GFC, along with an implicit plea to poli...

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Hamish FitzSimons

Why UK renewable assets make sense

Renewable energy investments are often overlooked, despite being less affected by quantitative easing and zero interest rate policies than other finan...

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Hamish FitzSimons

Taking stock of multi-asset portfolios

Investec Asset Management’s John Stopford takes a look at the state of the multi-asset investment landscape, as well as the prospects for global gr...

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Hamish FitzSimons

Preparing for an uncertain second half

Global equities performed strongly in the first half of 2017, but investors should be somewhat cautious going into the second half of the year, writes...

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