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Analysis

Scott Haslem

03 March 2020 • By Scott Haslem • 1 min read

The cycle’s end is far from imminent

Early December’s decision to embrace a more optimistic outlook for 2020 has proved advantageous. But as is often the case, each year brings new chal...

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Scott Haslem

Spread of coronavirus reveals vulnerabilities and excessive risk in the global economy

Right now, we are seeing some very worrying trends in global financial markets, and I am truly concerned about where we are heading. The spread of cor...

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Scott Haslem

The coronavirus is leading us into the unknown

The brutal correction in financial markets in recent days reflects both the level of investor complacency prevailing last week and the great significa...

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Scott Haslem

Asian local and high-yield bonds look attractive beyond coronavirus volatility

The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth will be adversely aff...

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Scott Haslem

What’s on the horizon for the 2020s?

The Australian equity market has underperformed the US share market over the past decade, with our big miners and banks capping returns compared to th...

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Scott Haslem

Broaden your income with emerging markets debt

Institutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domes...

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Scott Haslem

Asset allocation in turbulent times

Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low growth, finding relia...

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Scott Haslem

Microsoft’s structural advantage continues to grow stronger

Finding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to many Microsoft may seem expens...

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Scott Haslem

Coronavirus – finding opportunities in testing times

The developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery in Asia. According to of...

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Scott Haslem

Opportunity knocks with Chinese shares

The new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the deadly viru...

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