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Analysis

Arian Neiron

10 December 2019 • By Arian Neiron • 1 min read

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

The rise of index investing still spooks some investors - it shouldn’t

Index investing’s sharp rise in popularity over the past decade or so scares some people. And not in a fun, haunted-house kind of way. They see a...

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Arian Neiron

The tech rally destined to unfold

On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a market capitalisation of approximately U...

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