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Analysis

Ken Leech

19 March 2019 • By Ken Leech • 1 min read

Are we on the road to global economic recovery?

Our view is that the US and global expansion will continue, albeit at a very slow pace, allowing a sustained rebound in spread sectors. Underpinnin...

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Ken Leech

Beyond the Brexit trees, is there light in the EU wood?

Now that the UK has avoided (at least for now) a hard Brexit as it negotiates to extend Article 50, investors might reasonably wonder whether they can...

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Ken Leech

Alternative beta strategies: A portfolio diversifier

Asset classes rise and fall across global financial markets – sometimes together and sometimes in different directions. Understanding the causes and...

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Ken Leech

Now is the time to revisit emerging markets

With the cooling of developed economies following a record bull run, and interest rates approaching a likely peak, a new cycle in emerging markets is ...

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Ken Leech

Global macro attracts investors despite weak returns

Capital continues to flow into global macro hedge funds despite weak returns, as investors seek diversification in an increasingly volatile market env...

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Ken Leech

Tackling the open banking talent challenge

With new open banking regulations coming into effect February 2020, banks are ramping up their in-house engineering efforts, and finding themselves go...

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Ken Leech

The infrastructure gap

One of worst kept secrets of infrastructure investing is how many managers tend to target an extremely narrow range of physical assets by investing in...

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Ken Leech

Market sentiment is shifting to favour low-risk stocks

Over the past six months, market sentiment around the world has shifted to favour lower-risk stocks. This shift provides further evidence that defensi...

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Ken Leech

The stocks you buy depend on your brain

Despite long-term profit expectations, many people shy away from investing their money in supposedly riskier forms of investment –such as stocks. Wh...

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Ken Leech

Was the royal commission a complete waste of time?

Political campaigns are being built on the rickety future of Australia’s financial services sector, thanks to a year-long charade that did little mo...

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