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Analysis

Kenneth Cheong

01 July 2019 • By Kenneth Cheong and Mark Nelligan • 1 min read

A closer look at the Asia-Pacific infrastructure market

Infrastructure investment is at the heart of economic development. It has been central to Asia’s dramatic growth in recent decades. But despite impr...

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Kenneth Cheong

Are we heading for a market melt-up?

It’s been a good year for markets, following an exceptionally strong start calendar year to date.  As we look towards the second half of the yea...

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Kenneth Cheong

ASX in shallow choppy waters, but what are the alternatives?

In the lead up to the election, the ASX 200 continued its golden run, unwavering in spite of a pending change in government that almost everyone assum...

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Kenneth Cheong

Bailing out the Titanic with a teaspoon

The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, portfolio ...

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Kenneth Cheong

China in focus as demand for emerging markets rebounds

Emerging market equities are back in the spotlight in 2019, with investor appetite now rising after a period of relatively weak demand in mid-to-late ...

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Kenneth Cheong

How predictable are traditional fixed-income asset classes

While the past two years were important in terms of central bank policy and the yield curve impact, we think Australian investors should focus on the ...

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Kenneth Cheong

Considering private equity in volatile times

Renewed market volatility has been unleashed again. This time in the wake of a single Sunday night tweet in early May. Trade talks between the US a...

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Kenneth Cheong

How managed accounts are empowering the client value proposition

The role and value of the financial planner has changed significantly over the last decade. Technology has afforded investors more access to informati...

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Kenneth Cheong

Could lack of clarity on ESG be holding back climate change progress?

The issue of climate change has taken centrestage, dominating discussions at every level of society, from communities to the boardroom and politics. ...

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Kenneth Cheong

Country selection is key as central banks change course

Last week, the Reserve Bank of Australia cut its official interest rates for the first time since August 2016, further signalling the central bank’s...

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