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Analysis

Hamish Tadgell

06 January 2020 • By Hamish Tadgell • 1 min read

China’s e-commerce heralds a new dawn

Last year was a remarkable year for investors, but the overriding theme to consistently emerge is the driving global force that is China, and with an ...

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Hamish Tadgell

What the fundamentals tell us about property opportunities in 2020

Based on the fundamentals heading into 2020, head of global property securities, Stephen Hayes, expects listed property sector valuations to remain at...

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Hamish Tadgell

Landmines to look out for in the hunt for yield

Investors chasing yield should be wary of the risks, writes Andrew Lockhart, a managing partner at Metrics Credit Partners. In a “lower for longe...

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Hamish Tadgell

Financial institutions step up response to financial crime

Financial crime is on the rise going into 2020, and institutions are meeting it head-on, writes Andrew Davies, vice-president of financial crime and r...

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Hamish Tadgell

UK election: A winter of contentment?

UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for market...

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Hamish Tadgell

Emerging market debt: 2020 outlook

Aaron Grehan, portfolio manager and deputy head of emerging market debt at Aviva Investors outlines what to expect for the asset class over the next 1...

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Hamish Tadgell

The heat is on: Regulators increase focus on climate risk disclosure

As corporate regulators focus more closely on climate-related risks, investors will benefit from greater standardisation in reporting, writes Matthew ...

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Hamish Tadgell

Steady, resilient growth ahead

Our investment strategy this year has been underpinned by two dominant investment themes. The first is that global and US growth would prove to be res...

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Hamish Tadgell

Investing for good: Applying the UN Sustainable Development Goals to investing in Australian shares

The origins of socially responsible investing (SRI) can be traced back to the Quaker and Methodist movements in the mid-18th century. Around the sa...

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Hamish Tadgell

Bank weights overload Australians

With Westpac shares trading at a seven-year low following the alleged breach of anti-money laundering laws and three of the four big banks recently cu...

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