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Analysis

Jason Borbora

15 January 2019 • By Jason Borbora • 1 min read

Are we in a bear market?

Given the 20 per cent drawdown of the MSCI AC World Index from its January 2018 peak, we are already technically in a bear market.  While cyclical...

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Jason Borbora

Disruptive forces seen shaping 2019 investment landscape

With the US moving into the later stages of the business cycle, the US Federal Reserve raising interest rates, and monetary and credit conditions dive...

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Jason Borbora

Modern Slavery Act – Investment implications

If a business model relies on underpaid workers, or even slavery, or weak regulation on social issues, current earnings will unlikely be sustainable. ...

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Jason Borbora

If the tech stock implosion is a reality check, what’s the alternative for investors seeking high growth?

The language of the equity markets over the third quarter of 2018 has been dramatic and sensational. We’ve heard of implosions, the global financial...

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Jason Borbora

China’s long, green march

This year will mark the latest milestone in China’s drive to reduce its carbon footprint if it can consolidate its position as the world’s top imp...

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Jason Borbora

4 themes for high-net-worth investors in 2019

Many investors are reflecting on the lessons from 2018. It was a year characterised by volatility, trade tensions and a number of geopolitical events,...

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Jason Borbora

10 years on: Lessons from the Global Financial Crisis

A decade on from the collapse of Lehman Brothers and the beginning of the Global Financial Crisis (GFC), a retrospective look at the events that unfol...

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Jason Borbora

The rise of the neobank

APRA has issued another restricted ADI banking licence to a banking disruptor, prompting Investor Daily to take a closer look at this fresh crop of A...

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Jason Borbora

Investment as a force against climate change

Environmental, social and governance considerations are very much part of our investment landscape now – and investment managers and superannuation ...

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Jason Borbora

Finding income through global diversification

Ask an investor who holds an exchange-traded fund what they like most about ETFs and there’s a good chance they’ll mention diversification. Aftera...

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