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Analysis

Claudia Pirko

05 February 2019 • By Claudia Pirko • 1 min read

Follow the bean counters

Why does it makes sense for finance departments to spearhead the digital transformation push? As the fourth industrial revolution rapidly becomes a...

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Claudia Pirko

Looking for a compass in a storm

Few investors are looking forward to 2019.  The volatility that we have experienced in markets over the latter part of 2018 and the overwhelming sens...

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Claudia Pirko

Steering equity portfolios through stormy style seas

As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors...

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Claudia Pirko

Is the US technology industry being defanged?

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay “Competition is for Losers” that Silicon Valley would become the centre...

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Claudia Pirko

Aussie banks are entering dangerous territory

Australian financial services institutions will be forced to operate in a very different environment once the royal commission hands down its final re...

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Claudia Pirko

Housing cracks present material opportunities

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put  building mate...

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Claudia Pirko

Is FASEA leading to an adviser exodus?

Does ASIC’s Financial Adviser Register back up claims of an adviser exodus following the establishment of the Financial Adviser Standards and Ethics...

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Claudia Pirko

Crisis or no crisis?

Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case – a vali...

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Claudia Pirko

3 key attributes to look for in growth companies

Investors today need to consider more than the hard numbers of target investments. They also need to identify “softer” aspects of companies to gai...

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Claudia Pirko

Vanguard founder passes

Founder of The Vanguard Group, John C Bogle died today aged 89 in his home state, Pennsylvania.  Mr Bogle introduced the first index mutual fund f...

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