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Analysis

Steven Dooley

08 December 2020 • By Steven Dooley • 1 min read

A cloudy future: Yet hope is on the horizon for 2021 

The word “unprecedented” has become a pseudo moto for 2020. Trying to predict the future is always difficult – in 2020 it was impossible. From d...

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Steven Dooley

Secondaries surge: 4 questions for private market investors

With crisis conditions historically proving beneficial for new private equity secondaries funds, 2020 has seen a surge in fundraising and fund launche...

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Steven Dooley

Companies to live or die on digital strategy

The ability for companies to pivot their offering to a more digitally focused strategy is likely to determine their longevity, with COVID-19 accelerat...

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Steven Dooley

Biden presidency could trigger global reallocation to Asia

A less confrontational style is likely to lower headline risk and may drive global investors to refocus on the fundamental strengths of Asia’s econo...

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Steven Dooley

ASX ex-20 stocks: The sweet spot for earnings power

The investment management industry tends to present issues in zero-sum ways. The truth, however, is different to black and white portrayals. Well-d...

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Steven Dooley

Industrial property is hot as hell – and here’s why

A confluence of factors has seen Australian and New Zealand investors race to embrace what was once a decidedly unsexy subset of the property market. ...

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Steven Dooley

Equity income targeting in light of the Retirement Income Review

One tricky thing about retirement product design is that it’s easy to put the cart before the horse. When it comes to income-targeting solutions, th...

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Steven Dooley

Can an expanded fixed-income allocation solve the hunt for yield?

Australian investors face a dual challenge this year: seeking returns in a low-rate environment, and protecting their portfolios from the ongoing vola...

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Steven Dooley

ESG and quant investing

There’s a lot of talk about the importance of environmental, social and governance (ESG) issues in investment decisions, but is there sufficient act...

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Steven Dooley

Waning government bonds give rise to alternatives 

When Future Fund chief executive, Raphael Arndt, talks of a “new economic paradigm”, and says the Future Fund government bond exposure is “close...

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