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Analysis

Michael Kodari

26 February 2019 • By Michael Kodari • 1 min read

Standout performers in reporting season

Australian first-half corporate earnings have in many cases surprised on the upside, and there have been some notable performers. Below we list four s...

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Michael Kodari

Access all areas (of your data and privacy)

While Australia partied, our government passed a dangerous bill. By Thursday 6 December 2018, the festive season was in full swing in Australia. Pe...

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Michael Kodari

Banks’ EPS growth: A triple whammy looms

If the outlook for Australia’s banks was clouded in the immediate aftermath of the Hayne royal commission’s final report, it’s likely to get mur...

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Michael Kodari

The foundation for digital innovation

A relative lack of investment in the systems that support many middle office functions has left many institutional investors struggling to keep pace w...

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Michael Kodari

Recession watch: Is gold really a safe hedge?

Applying hedges during periods of economic stagnation or decline can best be compared to taking out an insurance policy to offset, or more likely, to ...

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Michael Kodari

Did markets overshoot economic reality?

That the market environment in 2018 became more difficult than in previous years was not a great surprise. But the extent to which it did so was. M...

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Michael Kodari

Who has the best corporate culture?

My new-age, online friends bought a couple of bedside tables from a well-known Australian website. The site said the tables were in stock and would be...

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Michael Kodari

Humbled by a trip to the wood shed

US monetary policy announcements can be cryptic at times – but not so at the last Federal Open Market Committee meeting. The 30 January press confer...

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Michael Kodari

Will markets climb the wall of worry in 2019?

Peering in the rear-view mirror, 2018 in hindsight could be characterised by slowing global growth, central bank policy tightening and escalating geop...

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Michael Kodari

A strong year for dividends globally

Despite global share markets falling heavily in the last quarter, 2018 was a strong year for dividends across developed markets, with A$1.8 trillion p...

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