Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement

Analysis

Adam McCabe

01 December 2020 • By Adam McCabe, Robert Gilhooly • 1 min read

Biden presidency could trigger global reallocation to Asia

A less confrontational style is likely to lower headline risk and may drive global investors to refocus on the fundamental strengths of Asia’s econo...

READ MORE
Adam McCabe

ASX ex-20 stocks: The sweet spot for earnings power

The investment management industry tends to present issues in zero-sum ways. The truth, however, is different to black and white portrayals. Well-d...

READ MORE
Adam McCabe

Industrial property is hot as hell – and here’s why

A confluence of factors has seen Australian and New Zealand investors race to embrace what was once a decidedly unsexy subset of the property market. ...

READ MORE
Adam McCabe

Equity income targeting in light of the Retirement Income Review

One tricky thing about retirement product design is that it’s easy to put the cart before the horse. When it comes to income-targeting solutions, th...

READ MORE
Adam McCabe

Can an expanded fixed-income allocation solve the hunt for yield?

Australian investors face a dual challenge this year: seeking returns in a low-rate environment, and protecting their portfolios from the ongoing vola...

READ MORE
Adam McCabe

ESG and quant investing

There’s a lot of talk about the importance of environmental, social and governance (ESG) issues in investment decisions, but is there sufficient act...

READ MORE
Adam McCabe

Waning government bonds give rise to alternatives 

When Future Fund chief executive, Raphael Arndt, talks of a “new economic paradigm”, and says the Future Fund government bond exposure is “close...

READ MORE
Adam McCabe

The allure of thematic investing and why it is here to stay 

Thematic investing is more than a buzzword. It describes how investment portfolios can benefit via exposure to some of the major socio-economic, envir...

READ MORE
Adam McCabe

US election: A house divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a ...

READ MORE
Adam McCabe

ESG integration is more than just principle

Environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. However, the conversation now needs to move beyond ...

READ MORE