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Analysis

Raewyn Williams

17 May 2016 • By Raewyn Williams • 1 min read

Tax: the newest recruit to the alpha team

The investment portfolios of large super funds reflect managers' best ideas checked by the noise and frictions of the real world, write Parametric's�...

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Raewyn Williams

Breaking through the benchmarks of EM debt

Investing in emerging market (EM) debt used to be straightforward, but as the indexes representing the assets have changed, investors have been left s...

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Raewyn Williams

A-REITs remain on track in 2016

The property market in Australia has continued its strong performance throughout the first quarter of 2016, says Phoenix Portfolios managing director�...

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Raewyn Williams

Why investors yield to Australia’s bond market

The health of Australia’s domestic economy, along with RBA policy, has determined the direction of the country’s government bond yields, writes Fr...

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Raewyn Williams

Let the good times roll?

Equity markets have staged a rebound since the middle of February after one of the worst starts to the year ever, says BT Investment Solutions' Tim Ro...

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Raewyn Williams

Is corporate credit predicting a downturn?

Weak commodity prices, concerns over growth in China, diminishing returns from central bank easing and fear of a US recession have seen credit spread...

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Raewyn Williams

Australians remain cautious on asset allocation

Australians continue to take a cautious approach to their investments, writes Legg Mason's Matt Schiffman, but is it because there is a lack of unders...

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Raewyn Williams

Is value about to make a comeback?

It has been a difficult five years for value investing, both globally and here in Australia, but is the market setting up for value’s comeback, asks...

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Raewyn Williams

The stressful reality of short selling

Short sellers are often portrayed as part of a hidden cabal conspiring to drive down a stock's value at the expense of retail investors, writes Auro...

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Raewyn Williams

Protecting capital in a down market

The unfortunate fact is that no one rings a bell to tell you when the market has peaked nor do they ring it when it hits the bottom, warns Wealth W...

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