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Analysis

Lauren Romeo

31 August 2021 • By Lauren Romeo • 1 min read

Small-cap dynamics shift to earnings prospects

After enjoying a year of very strong returns in the global small-cap equity market, investors should prepare for a change in the market’s dynamics. ...

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Lauren Romeo

How ESG considerations are reshaping central bank mandates

Building back greener, fairer, and more sustainable is not just the goal of governments and companies – central banks have also begun to incorporate...

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Lauren Romeo

Value rotation in Asia has further to run

During the past 12 months, Asian markets have experienced a short and seemingly intense rotation to value, but more recently there has been a pause in...

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Lauren Romeo

Concentrating on dividends

The consensus yield for the year ahead based on Bloomberg consensus is 5.3 per cent including the value of franking credits, around 1 per cent lower...

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Lauren Romeo

The right stuff: What high-performance sport teaches us about investing

There’s no shortage of books and articles on the lessons sport can teach the corporate world (and vice versa). That’s because the principles behi...

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Lauren Romeo

ESG awareness on the rise in real estate

In recent years, ESG considerations have become increasingly important among asset owners, companies and investors alike, and the global listed real ...

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Lauren Romeo

Using equity income to power your portfolio and beat inflation

With interest rates at record lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only...

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Lauren Romeo

Looking beyond the numbers for sustainable investing

The demand from investors for robust sustainable investment products and funds is accelerating. A Moody’s Investors Service report highlights the ra...

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Lauren Romeo

Where the next dent in Australia’s financial fraud problem will come from

In Australia, there’s strong evidence that taking meaningful action on fraud can make a marked difference to what is still a $450 million a year pro...

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Lauren Romeo

COVID-19 supercharges the digital economy megatrend

COVID-19 has been a catalyst for the accelerated transformation in the digital economy, as communities around the world have coped, and continue to co...

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