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Analysis

Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

11 December 2018 • By Robert Doyle • 1 min read

Which EM equity managers are beating the market collapse?

In what is rapidly proving to be annus horribilis for emerging market equities, October brought the most painful month of the year so far as the MSCI ...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

Value stocks set for a resurgence

Value investing could outperform in the near term, with investors likely to avoid overpriced growth stocks and instead buy up value stocks in an envir...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

Artificial intelligence- a generation-shaping thematic

One of the challenges with artificial intelligence (AI) is that its implementation is so ubiquitous and its applications so broad that it’s easy to ...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

Time to rethink the advisers’ fiduciary duty

Today’s advisers need to act as prudent fiduciaries and ‘stewards’, performing their day-to-day roles in a way that serves the best interests of...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

5 tips for turbulent markets

After a long period of benign and steadily climbing equity markets, volatility has returned to markets in the final quarter of 2018. We think more vol...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

We created the banking monster 

It’s easy to point the finger at financial institutions these days. But the system is arguably a reflection of the consumerist society it serves. ...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

Unpacking open banking in Australia

Open banking – what’s it all about? Open Banking is a system of secure data exchange between institutions so that no one organisation can effec...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

State of the nations

There is a tendency to dismiss the daily bombardment of political news, opinions and soundbites as just noise. However, it is politics that determines...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

5 themes forming investment opportunities

While many market commentators cite macro views and GDP figures when talking about investing in China, most are, ironically,  missing the bigger pict...

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Robert Doyle is senior associate, Public Markets, Equities Specialist, at bfinance

Finding value among stretched US valuations

In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to TGG, that US market strength ...

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