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Analysis

Arian Neiron

25 February 2020 • By Arian Neiron • 1 min read

Broaden your income with emerging markets debt

Institutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domes...

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Arian Neiron

Asset allocation in turbulent times

Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low growth, finding relia...

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Arian Neiron

Microsoft’s structural advantage continues to grow stronger

Finding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to many Microsoft may seem expens...

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Arian Neiron

Coronavirus – finding opportunities in testing times

The developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery in Asia. According to of...

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Arian Neiron

Opportunity knocks with Chinese shares

The new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the deadly viru...

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Arian Neiron

Strategic asset allocation: ESG’s new frontier

Many investors use a strategic asset allocation (SAA) process to shape their portfolios over the long term. What place should environmental, social an...

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Arian Neiron

Core infrastructure: The better infrastructure investment

Infrastructure investments have become one of the most sought-after asset classes in recent years. In a world of low and even negative interest rates,...

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Arian Neiron

A better kind of passive equities for super funds

Flows to passive and “smart beta” equity approaches are on the rise, due partly to the pressure for super funds to reduce fees and partly to the �...

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Arian Neiron

What’s the outlook for global small and mid-cap companies?

Local investors have a good appetite for Australian small and medium-cap companies. But there’s a huge universe of global companies in this category...

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Arian Neiron

Increasing investor trust: Why it matters and what you can do about it

Think your company enjoys the complete confidence of its financial backers? If so, you may be in the minority. Here in Australia and around the world,...

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