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Analysis

Francis Scotland

19 February 2019 • By Francis A. Scotland • 1 min read

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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Francis Scotland

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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Francis Scotland

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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Francis Scotland

Blockchain: The requirement for privilege controls in a distributed ledger

Blockchain technology has been heralded as the answer to many problems. There have been endless conversations about how it will grow to become a favou...

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Francis Scotland

Will the US and China finally share their toys?

The markets limped to a tepid close on Friday, with stocks broadly flat and the US dollar broadly ascendant. Politics, rather than data, will overshad...

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Francis Scotland

Some leaders watch as financial industry burns

It is a positive sign for Australia’s future that we are finally accepting how to define, measure and then positively change the corporate culture o...

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Francis Scotland

5 investment themes for the Year of the Pig

Chinese New Year arrives on 5 February, leaving behind the Year of the Dog and ushering in the Year of the Pig. Portfolio managers Greg Kuhnert, Inves...

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Francis Scotland

Lucky number (twenty) 8?

As Australia reaches for its 28th year of uninterrupted economic growth – the longest on record among developed countries – the question on inve...

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Francis Scotland

Follow the bean counters

Why does it makes sense for finance departments to spearhead the digital transformation push? As the fourth industrial revolution rapidly becomes a...

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Francis Scotland

Looking for a compass in a storm

Few investors are looking forward to 2019.  The volatility that we have experienced in markets over the latter part of 2018 and the overwhelming sens...

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