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Analysis

Stephen Miller

24 November 2020 • By Stephen Miller • 1 min read

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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Stephen Miller

The allure of thematic investing and why it is here to stay 

Thematic investing is more than a buzzword. It describes how investment portfolios can benefit via exposure to some of the major socio-economic, envir...

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Stephen Miller

US election: A house divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a ...

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Stephen Miller

ESG integration is more than just principle

Environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. However, the conversation now needs to move beyond ...

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Stephen Miller

Green and clean: Why renewable energy stocks are soaring

The shift to renewable energy stocks has soared over the past few years, as established companies and smaller firms continue to invest in green initia...

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Stephen Miller

Responsible lending: Back to the future – an ESG perspective 

The planned overhaul of responsible lending laws is providing an opportunity for banks to take action on the social and governance issues highlighted ...

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Stephen Miller

Fixed income in the year ahead

The 2021 outlook for fixed interest markets remains as clouded as it has ever been. It is hard to see an environment in 2021 where both low growth, an...

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Stephen Miller

Enter the golden age of credit (yes, really)

During the depths of the March market meltdown, and as global central banks and fiscal authorities aggressively entered the fray, we saw the dawn of �...

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Stephen Miller

Why the four-bucket method could be the Holy Grail

Why Australians need to refocus on the end goal in the search for secure retirement income. According to legend, the Holy Grail was a magical cup i...

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Stephen Miller

Traditional balanced portfolios can benefit from alternatives

With quantitative easing and near-zero interest rates looking like they are here to stay for at least a while, and most global equity markets trading ...

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