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Analysis

Paras Anand

21 May 2019 • By Paras Anand • 1 min read

An outside view of the US/China trade war

The US/China trade war has some similarities with the Brexit negotiations. Officials in both situations are under pressure to announce a headline a...

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Paras Anand

Diversifying portfolios – What are the alternatives?

With economic uncertainty continuing to affect markets – both locally and internationally – investors are starting to hear a lot more about altern...

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Paras Anand

Prepare for the economic impact of a populist future

The resurgence of populism has abruptly reshaped global politics over the past few years. Although markets are quick to respond to individual event...

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Paras Anand

Disruption, inflation and what they mean for fixed interest

Disruption means different things to different people. For many, examples such as Uber, AirBnB and driverless cars come to mind. For fixed interest...

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Paras Anand

APRA, not the RBA, the key to a housing recovery

An upcoming federal election largely helped the Reserve Bank’s decision to hold firm this week. But when the cash rates do arrive, they are unlikely...

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Paras Anand

Why achieving smoother returns doesn’t need to be complicated

With the first quarter closed, it’s the perfect time for investors to reassess their 2019 strategy and crystallise their goals for the year ahead. Y...

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Paras Anand

Private debt takes centre stage for Asia-Pacific investors

The private debt and loan market is relatively underdeveloped in Asia-Pacific. But this rapidly evolving asset class offers untapped potential. It is ...

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Paras Anand

7 questions to help protect your portfolio from disruption risk

Dispersion between growth and value stocks is near levels not seen since the dot.com bubble in 2000, even with the correction in the last quarter of 2...

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Paras Anand

Equity investors fret over franking credits as federal election nears

Federal elections can herald uncertainty for Australian equity investors, and 2019 is proving to be no different. Politicians jostle for votes as the ...

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Paras Anand

The growing adoption of ESG and sustainability practices

Interest in ESG or “environment, social and corporate governance” issues has increased greatly in recent years.   It has been driven by a num...

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