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Analysis

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13 June 2017 • By Diana Mousina • 1 min read

Australian economy losing momentum

The March quarter GDP growth figure of 0.3 per cent may well be disappointingly low, writes AMP Capital’s Diana Mousina – but it could have been...

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Smart beta: a disruptive innovation

Smart beta is disrupting the investment industry by displacing underperforming active managers who charge high fees and hug their benchmarks, writes V...

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How final is a ‘best and final’ takeover offer?

In Australia’s highly regulated and prescriptive takeover regime, it is strange that there is one important element where no-one actually knows what...

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How to exploit inflation opportunities

There has been a resurgence of inflation as an investment theme over the past 12 months as inflation expectations have ticked up, writes Standard Life...

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Is Australia prepared for MiFID II?

Sell-side and buy-side firms in Australia are starting to realise that the new financial markets rules in Europe, MiFID II, will impact them too, writ...

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How CIVs can transform funds management

Managed investment trusts underpin Australia’s successful funds management industry, but winning the favour of offshore investors will require a new...

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Finding consistency in equity markets

Core equity managers had a tough time delivering consistent performance throughout 2016, writes AllianceBernstein’s Klaus Ingemann. Unpredictable...

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Reasons to expect a return to normality

It’s human nature to assume that because 2016 was a year of political shocks, 2017 would turn out the same, writes Franklin Templeton’s John Beck....

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European Union at the crossroads

Despite the election of moderate Emmanuel Macron to the French presidency, the future of the European Union remains in the balance, writes Antipodes P...

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Navigating turbulent emerging markets

The emerging market debt landscape is changing, writes Lazard Asset Management’s Denise Simon – and to succeed, investors need to be both selectiv...

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