Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement

Analysis

Morgan Harting

23 June 2015 • By Morgan Harting • 1 min read

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...

READ MORE
Morgan Harting

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...

READ MORE
Morgan Harting

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...

READ MORE
Morgan Harting

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...

READ MORE
Morgan Harting

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...

READ MORE
Morgan Harting

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...

READ MORE
Morgan Harting

Look to commercial property for yield

With Australian interest rates at historic lows, investors who are searching for yield would be well advised to consider direct property, says Charter...

READ MORE
Morgan Harting

'Solutions' are here to stay

'Solutions'-orientated assets are set to double to US$2 trillion within the next five years, says JP Morgan’s Mike O'Brien – making it one buzzwor...

READ MORE
Morgan Harting

Beware of Greeks bearing gifts

PM Capital’s Ashley Pittard has just returned from a European trip that identified a number of new opportunities – but Greek ‘bargains’ don’...

READ MORE
Morgan Harting

Active versus passive: weighing up the evidence

The strong growth in index funds and ETFs in Australia is stirring debate about the benefits of active versus passive investment management, says Beta...

READ MORE