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Analysis

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09 July 2014 • By Judith Fox • 1 min read

Westfield: a failure of engagement

The Westfield merger only came about after enormous public embarrassment and an intense head-on collision with disgruntled institutional investors, wr...

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Can Europe avoid Japan’s fate?

Policymakers have a vital role to play in ensuring Europe does not slump into Japanese-style inflation, writes GaveKal Capital’s Louis-Vincent Gave....

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Cleaning up with clean technology

Energy efficiency is a lasting investment thematic that is relevant regardless of the broader economic backdrop, argues Australian Ethical portfolio m...

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Obsession with fees hurting retirees

Australian superannuation fund managers are not doing enough to get adequate returns for their investors, argues ZG Advisors chief executive Daniel L...

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Do we need independent directors?

Towers Watson managing director Andrew Boal assesses the case for the compulsory appointment of independent directors to super boards. Like a lis...

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Australian corporate debt: The phoenix rises

There is a quiet revolution happening at the highest levels of lending in Australia, says Intermediate Capital Group director Matthew Turner – ...

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A weather forecast for 2014

Equity investors are currently in the midst of a synchronised global economic expansion, and all the evidence suggests it is likely to continue, accor...

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Is Asian turbulence a win for China?

While this week’s sell-off in Asian currency and bond markets does not, as yet, amount to a crisis in our view, it is obviously a cause for concern....

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Why Detroit’s honest self-renewal is a lesson for Japan

Detroit is a tragedy but it is not unique. Fidelity Worldwide Investment investment director Tom Stevenson analyses what lessons Japan may be able ...

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Volatility means opportunity for fixed-income investors

The past few weeks have been unsettling for Australian investors as volatility in global financial markets has translated into sell-offs in local bond...

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