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Analysis

Kerry Craig

04 July 2015 • By Kerry Craig • 1 min read

Peripheral vision in the eurozone

Often the smallest in the family demands all the attention by making the most noise – and Greece is a case in point in the eurozone, writes JP Morga...

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Kerry Craig

The modern history of fintech

This could be the 'year of fintech', with a perfect storm of conditions brewing that makes financial technology the right solution for the right cond...

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Kerry Craig

Extreme (corporate) hoarders

In the aftermath of the global financial crisis, large corporations have become hoarders of cash, says Aberdeen Asset Management’s Bruce Stout. H...

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Kerry Craig

Where to next for US stock markets?

US markets are looking pricey, so now is the perfect time to take a deeper look at your clients’ global equity portfolios to see where you can add v...

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Kerry Craig

It pays to be picky in emerging markets

Capitalising on the potential of emerging markets will require far greater selectivity than it did in the past, as their recent 'whiplash' behaviour i...

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Kerry Craig

The search for operational alpha

Centralised portfolio management separates investment decision-making from execution, says JP Morgan's Seamus Collins – and it can reduce costs and...

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Kerry Craig

Diversification and the ASX200

By global standards, the Australian stock market is not a well-diversified benchmark index, writes Lazard Asset Management’s Rob Osborn. The in...

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Kerry Craig

Emerging markets: look under the hood

Emerging markets stock and bond valuations appear to offer value to investors, but allocating more isn’t necessarily the answer, says AB’s Vadim Z...

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Kerry Craig

Is the large-cap party over?

Investors in low-cost passive equity funds have enjoyed riding the ‘bull’ market since the depths of the GFC, but that may be coming to an end, sa...

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Kerry Craig

Not all global equities are created equal

With life expectancies on the rise, global equities that pay and grow dividends over time are an important addition to retirees’ portfolios, says Ca...

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