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Analysis

Peter Wilmshurst

14 April 2015 • By Peter Wilmshurst • 1 min read

End of the road for US equities?

The US stock market has shot the lights out in recent years, but Franklin Templeton Investments’ Peter Wilmshurst says investors shouldn’t expect ...

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Peter Wilmshurst

Diversifying away from property

When bank shares are taken into account, the average Australian household has a 70 per cent exposure to residential property, warns Lazard AM’s Phil...

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Peter Wilmshurst

The science of investing

The scientific method is perfectly applicable to investment decisions, says Morningstar’s Samuel Lee – but emotion has a knack of getting in the w...

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Peter Wilmshurst

The relentless march of the renminbi

Few doubt that the status of the renminbi (RMB) will eventually match China’s economic clout, writes Investec’s Michael Power. As historians wi...

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Peter Wilmshurst

Infrastructure and the role of retail investors

The infrastructure debate in Australia should be a simple one, says Industry Fund Services chief executive Bill Danaher – but a range of factors te...

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Peter Wilmshurst

Direct loans and the super ‘risk budget’

Superannuation funds are increasingly looking to spend their alternatives ‘risk budget’ on direct loans, says State Street’s Daniel Cheever. ...

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Peter Wilmshurst

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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Peter Wilmshurst

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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Peter Wilmshurst

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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Peter Wilmshurst

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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