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Analysis

Alexis Walker

26 February 2019 • By Alexis Walker, Matthew Fell & David Ingleson • 1 min read

The foundation for digital innovation

A relative lack of investment in the systems that support many middle office functions has left many institutional investors struggling to keep pace w...

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Alexis Walker

Recession watch: Is gold really a safe hedge?

Applying hedges during periods of economic stagnation or decline can best be compared to taking out an insurance policy to offset, or more likely, to ...

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Alexis Walker

Did markets overshoot economic reality?

That the market environment in 2018 became more difficult than in previous years was not a great surprise. But the extent to which it did so was. M...

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Alexis Walker

Who has the best corporate culture?

My new-age, online friends bought a couple of bedside tables from a well-known Australian website. The site said the tables were in stock and would be...

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Alexis Walker

Humbled by a trip to the wood shed

US monetary policy announcements can be cryptic at times – but not so at the last Federal Open Market Committee meeting. The 30 January press confer...

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Alexis Walker

Will markets climb the wall of worry in 2019?

Peering in the rear-view mirror, 2018 in hindsight could be characterised by slowing global growth, central bank policy tightening and escalating geop...

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Alexis Walker

A strong year for dividends globally

Despite global share markets falling heavily in the last quarter, 2018 was a strong year for dividends across developed markets, with A$1.8 trillion p...

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Alexis Walker

Blockchain: The requirement for privilege controls in a distributed ledger

Blockchain technology has been heralded as the answer to many problems. There have been endless conversations about how it will grow to become a favou...

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Alexis Walker

Will the US and China finally share their toys?

The markets limped to a tepid close on Friday, with stocks broadly flat and the US dollar broadly ascendant. Politics, rather than data, will overshad...

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Alexis Walker

Some leaders watch as financial industry burns

It is a positive sign for Australia’s future that we are finally accepting how to define, measure and then positively change the corporate culture o...

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