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Analysis

Ken Leech

10 December 2019 • By Ken Leech • 1 min read

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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Ken Leech

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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Ken Leech

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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Ken Leech

ESG investing and investor engagement

As the Illinois State Treasurer, Michael W. Frerichs, said: “The investment decisions we make today will have a profound, lasting impact on our econ...

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Ken Leech

Sustainable listed infrastructure – 2020 outlook

Looking forward into 2020, we expect the infrastructure asset class will continue to perform well, owing to its high barriers to entry, strong pricing...

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Ken Leech

Are you regulator ready?

ASIC recently shared its strategic priorities for next year – and at the top are high-deterrence enforcement actions. ASIC has already announced...

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Ken Leech

Safeguarding investor outcomes

Financial industries across the world thrive on an incentives-driven model, sometimes to the detriment of investors.  What are other countries doing ...

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Ken Leech

The role of bonds in a negative rate world

With the recent dip in global yields, some old questions are resurfacing. Do low yields preclude bonds from hedging risk effectively? As bond yields m...

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Ken Leech

Shareholder vs stakeholder capitalism – do we really have to choose?

In a well-publicised media release on 19 August, 181 chief executives representing the influential Business Roundtable (BR) signed a “Statement on t...

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Ken Leech

Gold – The resilient asset in your portfolio

It was billionaire hedge fund manager Paul Singer who said, “If you want an alternative currency, check out gold. It has stood the test of thousands...

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