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Analysis

Lucy O'Carroll

08 May 2018 • By Lucy O'Carroll • 1 min read

What causes recessions, and can we predict them?

The conditions that culminate in a recession are more complex than textbooks would have you believe, writes Aberdeen Standard Investment's Lucy O'Carr...

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Lucy O'Carroll

Why robotics makes sense for value investors

Investors stand to benefit from the robotics thematic as the world transitions towards more resource-efficient activities, writes Nanuk Asset Managem...

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Lucy O'Carroll

Not all bonds are created equal

Three decades into a bond bull market, disruption has well and truly set in. Citi's Simson Sanaphay attempts to answer the question: are bonds still...

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Lucy O'Carroll

Be alert, not alarmed, about LIBOR

The widening spread between US LIBOR and the overnight indexed swaps (OIS) market has roused concerns about a rerun of 2008, but AllianceBernstein's J...

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Lucy O'Carroll

Licensees feeling the heat at royal commission

The revelations coming out of the royal commission hearings could give advisers the upper hand in their negotiations with licensees, writes legal cons...

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Lucy O'Carroll

Four things to remember about income investing

Many investors live off the income from their investments, but they are often unaware of the risks these investments can carry, writes Plato Investmen...

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Lucy O'Carroll

Emerging markets: You won't find this at home

Now could be the time to buy emerging market equities given that valuations, relative to developed markets, are looking compelling, writes Van Eck's A...

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Lucy O'Carroll

Can ESG enhance long-term performance?

Fund managers are going to need to align their investments with their clients' values (both ethical and political) in a way that also delivers competi...

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Lucy O'Carroll

Spaceship hits turbulence

The tech-focused super fund’s regulatory wrist slap shows the need for fund managers – and their marketing advisers – to speak plainly and hon...

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Lucy O'Carroll

From franking credits to global opportunities

If Labor's franking credits proposal comes to fruition, more and more investors will move away from their home bias and begin looking offshore for hig...

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