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Analysis

Paul O’Connor

10 March 2020 • By Paul O'Connor • 1 min read

Markets are in panic mode

The violence of the oil shock has added a new urgency to the broad-based de-risking that is sweeping across global markets. In just over two weeks, in...

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Paul O’Connor

The rise of the chief privacy officer

Ongoing reports of data breaches, along with the introduction of strict regulations have combined to put security and privacy high on priority lists w...

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Paul O’Connor

Unconventional monetary policy in Australia: Not if, but when (part one)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

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Paul O’Connor

Private markets in a new world

The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will...

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Paul O’Connor

Four reasons to still consider an investment in gold

Gold has been on a strong run since the start of 2019, with the precious metal rising by 28 per cent in US dollar terms over this period. The gold pri...

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Paul O’Connor

The cycle’s end is far from imminent

Early December’s decision to embrace a more optimistic outlook for 2020 has proved advantageous. But as is often the case, each year brings new chal...

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Paul O’Connor

Spread of coronavirus reveals vulnerabilities and excessive risk in the global economy

Right now, we are seeing some very worrying trends in global financial markets, and I am truly concerned about where we are heading. The spread of cor...

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Paul O’Connor

The coronavirus is leading us into the unknown

The brutal correction in financial markets in recent days reflects both the level of investor complacency prevailing last week and the great significa...

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Paul O’Connor

Asian local and high-yield bonds look attractive beyond coronavirus volatility

The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth will be adversely aff...

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Paul O’Connor

What’s on the horizon for the 2020s?

The Australian equity market has underperformed the US share market over the past decade, with our big miners and banks capping returns compared to th...

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