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Analysis

Paul Benson

29 September 2020 • By Paul Benson • 1 min read

Fallen angel fortunes rise again

Fallen angels are on the rise. These assets – essentially investment-grade bonds downgraded to high yield – are attracting increasing attention fr...

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Paul Benson

The future of AI and why Aussie investors should keep watch

As artificial intelligence (AI) becomes the “future of everything”, savvy investors are heavily backing companies involved in this space. Micro...

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Paul Benson

A roller-coaster week for the banks

Will last week’s cocktail of news result in real changes, and what do investors need to be looking for from the banks? Last week was quite the ri...

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Paul Benson

The barbell effect of COVID-19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When...

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Paul Benson

Where to next for emerging markets?

The COVID-19 sell-off, which saw the MSCI EM US dollar index collapse -24 per cent over the 1Q 2020 has been virtually erased by the recovery in emer...

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Paul Benson

Making hard choices in extraordinary times

Renewed equity market volatility highlights the need for portfolio breadth. US markets have sold off sharply after reaching record highs, driven by...

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Paul Benson

Rebalancing can improve investment outcomes 

Wealth managers are realising that the expected rates of return for the next 10 years will be substantially lower than the past decade. Valuations of ...

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Paul Benson

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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Paul Benson

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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Paul Benson

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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