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Analysis

Stephen Miller

11 May 2021 • By Stephen Miller • 1 min read

On the dismal science of currency forecasting

Economics is often referred to as the “dismal science” – a term coined by the British Victorian historian, Thomas Carlyle in 1849.  In a mor...

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Stephen Miller

Grabbing inflation by the tail

Investors concerned about renewed inflation are reminded of the Great Inflation period that began in the late 1960s when demand-led inflation picked u...

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Stephen Miller

Keeping the pandas, kittens and spiders out of the financial services industry: A hot target for cyber criminals and nation-states in 2021

Even before the global pandemic, financial services companies were subject to unparalleled levels of cyber threat. The World Economic Forum’s Global...

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Stephen Miller

The rise and rise of Australian self-storage 

Self-storage demand is booming in Australia as a culture of consumerism, e-commerce growth, shrinking living spaces and rising population drive demand...

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Stephen Miller

Why effective IT security is critical for Australia’s financial services sector

Of all the areas of business experiencing rising levels of cyber-security threat, the one attracting the most attention from criminals is the financia...

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Stephen Miller

Why Indian stocks are poised for post-COVID growth

The multitude of smaller, family-owned businesses that populate the Indian stock market can provide a powerful vehicle for growth. After almost two...

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Stephen Miller

The rules of alpha engagement in China

If you’re a passive investor, you’re missing out on the chance to make a positive impact on the companies you own. So what does it mean to be an a...

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Stephen Miller

The key to rebuilding trust in the financial services

From the royal commission to COVID-19, the financial services industry has faced a host of recent challenges that have impacted customer trust in the ...

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Stephen Miller

Don’t get lost in the enormity of the carbon challenge

It’s easy to look at the scale and complexity of getting the world to zero carbon emissions and lose hope. Annual greenhouse gas emissions today ...

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Stephen Miller

The Fed, Biden, and inflation: The big questions facing EM debt investors 

After 25 years of modest inflation, has the death knell sounded?  After the strong recovery that followed the market turmoil last March, investors...

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