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Analysis

Jeremy Lawson

27 November 2018 • By Jeremy Lawson • 1 min read

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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Jeremy Lawson

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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Jeremy Lawson

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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Jeremy Lawson

Hartzer is clearly tired of wealth management

Westpac is holding onto BT Financial – for now. But CEO Brian Hartzer couldn’t mask his frustration with the troubled business when he appeared ...

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Jeremy Lawson

Embracing active management in private markets

Private markets are topical at the moment as they undergo a transition to becoming less private due to increased investor and regulator demand for gre...

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Jeremy Lawson

Fairytale economics will not enchant markets

As is often the case, the stock market’s recent volatility overshadowed most other news. That focus could prove misguided. For investors, the latest...

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Jeremy Lawson

Can banks survive without bonuses?

This is the real question that needs to be addressed by the royal commission. Finally, after six exhausting rounds of public hearings, it looks lik...

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Jeremy Lawson

Goals-based technology to shift industry

Goals-based advice is not a new phenomenon. The Hayne royal commission has suggested that advisers inadequately demonstrate how their advice links to ...

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Jeremy Lawson

Global equities outlook for 2019

With volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019. In...

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Jeremy Lawson

USD softens further after mid-terms

Financial markets are continuing their forward drive on the realization that investors were rightly positioned for the outcome of the mid-term electio...

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