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Analysis

Nicholas Yeo

16 February 2021 • By Nicholas Yeo • 1 min read

China’s ox-like characteristics offer appeal

Economic resilience allied to structural growth promises to power Chinese company earnings in Year of the Ox, leaving investors plenty of growth optio...

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Nicholas Yeo

Under pressure: 5 dynamics shaping the inflation outlook

Since the global financial crisis, central banks have continually tried to lift inflation from depressed levels. Ultra-low rates and a deluge of liqui...

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Nicholas Yeo

Lower for longer interest rates drive SMSF hunt for yield

With credit markets being fundamental to the operation of the financial system, many governments have acted in timely, appropriate and proportionate w...

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Nicholas Yeo

Where do the bucks stop?

Reserve Bank governor Philip Lowe has come out with a clear message: that despite the economy doing better than the expectations of even a few months ...

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Nicholas Yeo

Keeping it real 

With every new trend comes the counterfeiters. Those that want to reap the benefits of the increased interest in sustainability but not do the actual ...

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Nicholas Yeo

Don’t be fooled by most ESG rankings – focus on materiality instead

The Wall Street Journal recently ran an article about how big technology stocks dominate ESG funds. Tech companies are not usually associated with big...

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Nicholas Yeo

Women have made it to the boardroom. Now it’s time to lead

The ASX 200 has hit a record for the proportion of women on boards. Nonetheless, being in the room is no longer enough. It is terrific to see that ...

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Nicholas Yeo

Growth in ESG investment an opportunity for advisers

Following a summer of catastrophic natural disasters, climate change and humankind’s impact on the environment have been pushed to the forefront. ...

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Nicholas Yeo

Gains still to be found in global equities

Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and co...

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Nicholas Yeo

Recovery offers opportunities in green initiatives and infrastructure

We believe 2021 will be a period of strong economic rebound. While the magnitude of the rebound is what could shape the bull-bear debate next year, he...

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