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Analysis

Justin Cowper CFA

12 March 2019 • By Justin Cowper • 1 min read

Now is the time to revisit emerging markets

With the cooling of developed economies following a record bull run, and interest rates approaching a likely peak, a new cycle in emerging markets is ...

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Justin Cowper CFA

Global macro attracts investors despite weak returns

Capital continues to flow into global macro hedge funds despite weak returns, as investors seek diversification in an increasingly volatile market env...

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Justin Cowper CFA

Tackling the open banking talent challenge

With new open banking regulations coming into effect February 2020, banks are ramping up their in-house engineering efforts, and finding themselves go...

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Justin Cowper CFA

The infrastructure gap

One of worst kept secrets of infrastructure investing is how many managers tend to target an extremely narrow range of physical assets by investing in...

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Justin Cowper CFA

Market sentiment is shifting to favour low-risk stocks

Over the past six months, market sentiment around the world has shifted to favour lower-risk stocks. This shift provides further evidence that defensi...

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Justin Cowper CFA

The stocks you buy depend on your brain

Despite long-term profit expectations, many people shy away from investing their money in supposedly riskier forms of investment –such as stocks. Wh...

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Justin Cowper CFA

Was the royal commission a complete waste of time?

Political campaigns are being built on the rickety future of Australia’s financial services sector, thanks to a year-long charade that did little mo...

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Justin Cowper CFA

Standout performers in reporting season

Australian first-half corporate earnings have in many cases surprised on the upside, and there have been some notable performers. Below we list four s...

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Justin Cowper CFA

Access all areas (of your data and privacy)

While Australia partied, our government passed a dangerous bill. By Thursday 6 December 2018, the festive season was in full swing in Australia. Pe...

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Justin Cowper CFA

Banks’ EPS growth: A triple whammy looms

If the outlook for Australia’s banks was clouded in the immediate aftermath of the Hayne royal commission’s final report, it’s likely to get mur...

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