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Analysis

Rich Weiss

19 January 2022 • By Rich Weiss • 1 min read

Incorporating ESG considerations in multi-asset portfolios

The demand for ESG-based investments is surging and many asset managers now offer strategies that take into account a range of environmental, social a...

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Rich Weiss

10 key insights from 2021

Although macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Easing supply bottl...

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Rich Weiss

M&A activity continues to boost real estate sector

The outlook for global real estate investment trusts (REITs) is positive, in large part due to the vigorous merger and acquisition (M&A) market th...

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Rich Weiss

The end of greenwash? Why transparency is the focus of sustainable investing in 2022

Alongside the tumultuous ride that is COVID, one notable development in financial markets has occurred. Ethical and responsible investing has become f...

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Rich Weiss

Subsectors offer untapped opportunities in healthcare

The events of the past two years have seen significant growth in interest in healthcare as an investment opportunity. The search for suitable treat...

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Rich Weiss

2022: The year of the consumer

The global economy is on track to grow above trend in 2022, as consumerism bounces back big. In many parts of the world, including Australia and th...

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Rich Weiss

China gets ready with macro levers to manage credit crunch

The likely long-term fallout from the credit crunch currently affecting highly leveraged Chinese property developers Evergrande, Fantasia and Kaisa is...

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Rich Weiss

2022 outlook: Finding attractive income and lower duration

In the current market environment, investors are faced with the challenge of finding attractive current income solutions that offer protection from ri...

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Rich Weiss

Services incumbents will escape destruction from tech disruption

Technological change has left a wake of destruction across manufacturing and retail, decimating storied names such as Nokia, Brooks Brothers, Sears, D...

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Rich Weiss

COP26: Closing the expectations gap around climate policymaking

Looking back on COP26, cynicism may feel like an appropriate response, with significant agreements watered down or lacking consensus. Reactions have b...

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