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Analysis

Sebastian Evans

24 March 2015 • By Sebastian Evans • 1 min read

The rise and rise of LICs

One of the major trends in Australia over the last two years has been the resurgence of the listed investment company (LIC), writes NAOS Asset Managem...

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Sebastian Evans

Picking and choosing in Asia

Investors would be well served to think about Asia as a collection of distinct economic jurisdictions rather than a single monolithic region, says PM ...

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Sebastian Evans

Interest rates and Aussie equities

The strong rise in the Australian share market has created concerns it is overvalued, but that doesn’t take into account the low level of interest r...

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Sebastian Evans

Making the case for small caps

Small caps have delivered genuine risk-adjusted returns to investors, and there are still plenty of opportunities around, says Lazard Asset Management...

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Sebastian Evans

An unhealthy obsession with fees

Historically – and certainly over the past three years – investors have been too focused on low fees, argues Blue Sky Alternative Investments' Al...

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Sebastian Evans

Design and distribution: the new frontier?

Product issuers and distributors may now be facing a new regulatory frontier as a result of a key recommendation in the FSI's final report, writes Hen...

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Sebastian Evans

Europe’s quantitative easing gamble

With quantitative easing finally underway in Europe, Aberdeen Asset Management’s Victor Rodriguez looks at what it means for investors. The Europ...

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Sebastian Evans

Outperformance in a low-growth world

After three rounds of QE, Abenomics, taper tantrums and European debt crises, Market Vectors’ Russel Chesler weighs up investors’ options. Duri...

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Sebastian Evans

Taking advantage of the oil slump

Lower oil prices have created a number of opportunities for investors but they will have to act quickly, argues Wingate Asset Management’s Chad Pado...

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Sebastian Evans

Back to the drawing board on fixed income

Financial markets broke a lot of records in 2014, but they’re not the type of records to be proud of, writes Ardea Investment Management’s Tamar H...

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