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Analysis

Stephen bruce

16 April 2019 • By Stephen Bruce • 1 min read

Why growth assets are important for income generation in retirement

Post-retirement, the key focus for investors is generating a sufficient income stream to support their lifestyle. As people are living longer and spen...

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Stephen bruce

Cluster buster: Managing today’s equity risks

With so many hazards in markets today, it’s especially important to manage risk effectively in equity portfolios. We think the answer is to combine ...

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Stephen bruce

Private banking is more than just banking

Private banking, at its heart, is not just about banking.  It’s not just about loan structures, deposit rates or even wealth strategies. It is a...

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Stephen bruce

Tech companies shunning IPOs spells great news for investors

Last year, cloud unicorn, Qualtrics, was acquired by SAP for US$8 billion. The sale came days before the Qualtrics IPO, with SAP stumping up $8 billio...

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Stephen bruce

Dividend bonanza

The current market and political environment is creating a golden opportunity for yield investing. Interest rates around the world, including Austr...

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Stephen bruce

Can new leadership save IOOF?

With a major acquisition on the table and class action lawyers armed and ready, the wealth giant faces some major challenges. Last week, IOOF annou...

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Stephen bruce

ESG by new means, to new ends

As shareholders question ESG practices more than ever before, we spoke to our clients about how they are thinking about ESG when managing their funds....

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Stephen bruce

Why emerging market debt’s positive start to 2019 can be sustained

After a challenging 2018 in which emerging market debt logged negative full year total returns, 2019 has begun with an eye-catching recovery. In th...

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Stephen bruce

Fed actions speak louder than words

The Fed’s overarching goal is to protect and extend the economy recovery. That is as it should be. Recently, however, the Fed has also shown more in...

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Stephen bruce

6 key drivers of outperformance

When it comes to equity markets, it appears active US large cap managers in particular seem to struggle to outperform comparative passive strategies a...

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