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Analysis

Michael Li

15 September 2020 • By Michael Li • 1 min read

Health stocks: What’s driving the demand?

A renewed push towards innovation within the global healthcare sector is driving good investment returns, and this may continue as jurisdictions race ...

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Michael Li

Beyond FAANGs, there’s more to get investment teeth into

With lots of money pouring into a handful of big name stocks such as the FAANGs and thereby creating possible market risk, investors should look beyon...

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Michael Li

Why effective data management is vital for Australian financial firms

To survive in a highly regulated industry, finance firms must take a consistent, structured approach to data backups. For financial services compan...

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Michael Li

Investing in financial inclusion in emerging markets

Increasing financial inclusion across emerging markets is creating opportunities for both financial returns and positive social impact. The lag in ...

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Michael Li

A wild ride for inflation expectations

Why have inflation expectations rallied since their ebb in March, and what does it mean for fixed-income investors? Inflation risk is an important ...

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Michael Li

It’s not all doom and gloom for dividends

Investors must look beyond the headlines when considering their income strategy over the next 12 months. We’ve heard a significant level of hyper...

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Michael Li

A moral and financial imperative

The Juukan Gorge case has brought the issue of human rights and corporate risks into sharp focus. The ongoing fallout from the controversy shows that ...

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Michael Li

The office of the future – and implications for office REITs

Are you reading this article from your office, surrounded by your keyboard, mouse, pen, papers and... a child or dog running around the house? With...

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Michael Li

Video game binge reflects the future

With the coronavirus pandemic sweeping the globe, and people confined to their homes in many nations, the world is experiencing an electronic sports a...

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Michael Li

Companies are failing on climate risk

Since the final recommendations of the Task Force for Climate-related Disclosures (TCFD) emerged a few years ago, a plethora of the world’s largest ...

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