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Analysis

Måns Carlsson-Sweeny

08 January 2019 • By Måns Carlsson-Sweeny • 1 min read

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

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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Måns Carlsson-Sweeny

Regulating the Great Australian Dream to death

I’ve long suspected that too much meddling with the financial system could push the economy into a slump. If you look at the messages coming out ...

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Måns Carlsson-Sweeny

Learning from centuries of investment history

Although often tarred with a ‘black-box’ brush, rules-based investing can be more transparent than conventional fundamental investing, and quant-b...

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