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Analysis

Craig Hoyda

03 September 2019 • By Craig Hoyda • 1 min read

Tangible value in a world of intangibles

Intangible assets are taking up a larger share of corporate balance sheets as economies transition away from asset-heavy manufacturing bases to knowle...

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Craig Hoyda

Opportunity persists in EM debt despite recent volatility

Emerging markets debt (EM debt) has hit a bit of a speed bump recently, as investors have reacted to concerns over trade wars, global growth and the s...

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Craig Hoyda

Flexibility is about more than doing the splits

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industry must con...

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Craig Hoyda

What to do about negative bond yields?

Negative yield nominal bonds have received a lot of press lately, with trillions of dollars of these bonds outstanding. Why has this happened, what do...

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Craig Hoyda

Asian tech demystified

The technology sectors – semiconductors, electronic components, computers, software, computer services and so on – were long the prerogative of a ...

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Craig Hoyda

Globalisation: Sorry, Donald, it’s here to stay

Globalisation, one of the most important economic trends of the last century, has been taking more than a few shots recently. For those prematurely an...

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Craig Hoyda

Forget the barometer

We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. The business networks were flashing red all day...

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Craig Hoyda

This time, the AUD might not save us

Despite having occurred more than a decade ago, the events of the global financial crisis (GFC) are still influencing investor decisions today. It�...

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Craig Hoyda

What will globalisation look like tomorrow?

The nature of globalisation is changing. In the past, “globalisation” mainly meant the movements of goods and money across national boundaries. Ex...

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Craig Hoyda

Looking beyond traditional assets for sources of income

With risks increasing in equities markets and a low-yield environment for bonds and cash, investors are looking elsewhere for sources of income. Andre...

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