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Analysis

Paul O’Connor

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

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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Paul O’Connor

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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Paul O’Connor

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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Paul O’Connor

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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Paul O’Connor

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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Paul O’Connor

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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Paul O’Connor

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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Paul O’Connor

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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