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Analysis

Michael Power

31 March 2015 • By Michael Power • 1 min read

The relentless march of the renminbi

Few doubt that the status of the renminbi (RMB) will eventually match China’s economic clout, writes Investec’s Michael Power. As historians wi...

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Michael Power

Infrastructure and the role of retail investors

The infrastructure debate in Australia should be a simple one, says Industry Fund Services chief executive Bill Danaher – but a range of factors te...

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Michael Power

Direct loans and the super ‘risk budget’

Superannuation funds are increasingly looking to spend their alternatives ‘risk budget’ on direct loans, says State Street’s Daniel Cheever. ...

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Michael Power

The rise and rise of LICs

One of the major trends in Australia over the last two years has been the resurgence of the listed investment company (LIC), writes NAOS Asset Managem...

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Michael Power

Picking and choosing in Asia

Investors would be well served to think about Asia as a collection of distinct economic jurisdictions rather than a single monolithic region, says PM ...

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Michael Power

Interest rates and Aussie equities

The strong rise in the Australian share market has created concerns it is overvalued, but that doesn’t take into account the low level of interest r...

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Michael Power

Making the case for small caps

Small caps have delivered genuine risk-adjusted returns to investors, and there are still plenty of opportunities around, says Lazard Asset Management...

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Michael Power

An unhealthy obsession with fees

Historically – and certainly over the past three years – investors have been too focused on low fees, argues Blue Sky Alternative Investments' Al...

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Michael Power

Design and distribution: the new frontier?

Product issuers and distributors may now be facing a new regulatory frontier as a result of a key recommendation in the FSI's final report, writes Hen...

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Michael Power

Europe’s quantitative easing gamble

With quantitative easing finally underway in Europe, Aberdeen Asset Management’s Victor Rodriguez looks at what it means for investors. The Europ...

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