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Analysis

uday cheruvu

22 September 2015 • By Uday Cheruvu • 1 min read

Value investors must embrace volatility

Volatility has been dominating the local market following the correction in Chinese markets, but value investors should see it as an opportunity, says...

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uday cheruvu

Allocating to small-caps in down times

Despite the subdued economic outlook, now is the time to consider an allocation to small-caps to deliver income and growth, writes IML senior portfoli...

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uday cheruvu

The Chinese retail revolution

Fund managers looking at Asia need to be aware of the changes in consumer spending that have taken place in recent years, writes Aberdeen Asset Mana...

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uday cheruvu

Making the most of the middle office

With the primary role of asset owners and managers to maximise returns, more of them are partnering to develop efficient and effective behind-the-scen...

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uday cheruvu

Asset managers must prepare for change

Australian asset managers must 'adapt or fail' as they face intense competition in investment management and increasing demand for customised solution...

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uday cheruvu

Volatile markets are 'made in China'

Global equity markets went on a rollercoaster ride in August, but investors should hold their nerve and focus on economic fundamentals, says JP Morga...

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uday cheruvu

The opportunity in global small-caps

The favourable historical outperformance of small-caps over large-caps is a well-established phenomenon of the capital markets, says Lazard Asset Mana...

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uday cheruvu

Standardising client data management

With new AUSTRAC penalties set to kick in next January, investment managers cannot afford to be non-compliant when it comes to anti-money laundering, ...

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uday cheruvu

Investing in tomorrow’s cities

Identifying future-proof cities is essential to building a successful portfolio of commercial real estate, writes TH Real Estate’s Alice Breheny. ...

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uday cheruvu

A tale of two Sydney CBDs

By any analysis, NSW has not one but two of the most vibrant and prospective CBDs when it comes to the commercial office property market, says Charter...

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