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Analysis

Christian Hededal

25 September 2018 • By Christian Hededal • 1 min read

AI: A new era in customer service

If the financial crisis told banks where they were going wrong (i.e. putting profits before customers), artificial intelligence gives them an opportun...

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Christian Hededal

Will the renminbi rout continue?

Is this the end of the rout in the renminbi or is there further to go? All China Bond portfolio manager Wilfred Wee revisits recent developments and c...

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Christian Hededal

Can corporates function without their boiler rooms?

The horror stories coming out of the royal commission this week about life insurers flogging policies to vulnerable Australians make a strong case for...

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Christian Hededal

Hubris and nemesis: Insights into the financial crisis

Ten years ago, the demise of Lehman Brothers marked the height of the financial crisis. At the time, I was an economist at one of the UK’s largest f...

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Christian Hededal

Australia and the GFC: Do we feel left out?

It was ten years ago this week that Lehman Brothers collapsed, triggering the global financial crisis and feeding our insatiable appetite for negative...

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Christian Hededal

Invest in good corporate culture

Recent revelations of misconduct from the royal commission highlight the need for investors to garner greater insights into the corporate culture of o...

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Christian Hededal

The shareholder’s power to drive change

As companies become more willing to engage in conversation about ethical investment and business practices, shareholders must see they have the powe...

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Christian Hededal

The bond market’s new pessimism

There is something of a ‘new pessimism’ emerging in bond markets, which creates significant headwinds for equity markets, writes GSFM’s Stephen ...

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Christian Hededal

Mind the pitfalls of catastrophe bonds

Returns on insurance-linked instruments such as catastrophe bonds have risen in recent months, making them an increasingly attractive asset class, wri...

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Christian Hededal

Who will follow Sir Ron Brierley down the Yellow Brick Road?

OPINION For those of you raising an eyebrow at the recent bid for Yellow Brick Road, remember this: seasoned value investors like Sir Ron Brierley kno...

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