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Analysis

Jacob Mitchell

13 November 2018 • By Jacob Mitchell • 1 min read

Global equities outlook for 2019

With volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019. In...

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Jacob Mitchell

USD softens further after mid-terms

Financial markets are continuing their forward drive on the realization that investors were rightly positioned for the outcome of the mid-term electio...

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Jacob Mitchell

ESG: Actively driving change

Environmental, social and governance investing is in vogue globally, but there seems to be a particular fascination for it in Australia. Speaking a...

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Jacob Mitchell

Private equity and the hunt for control

Investors in private equity are seeking greater control over how their capital is used, leading to significant changes in the market, writes bfinance ...

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Jacob Mitchell

Active managers – Old world, new world

The position of active equity managers in the Australian superannuation landscape is, for many, becoming precarious. There is vigorous industry deb...

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Jacob Mitchell

US midterms may breed a lame duck

With midterm elections just weeks away, our view is that we are entering a bit of a lame duck period in relation to policy. As we go into the final...

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Jacob Mitchell

Impacts of US midterms

Ahead of the US midterm elections this week, Anna Stupnytska, Global Economist at Fidelity International, details the possible impacts. Using both ...

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Jacob Mitchell

Why we can’t let China rule the world

Trump’s firm stance towards China raises an important question for the global economy: why won’t America let the Chinese rule the world? Austra...

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Jacob Mitchell

Where Equity Investors May Find Opportunity in Bank Stocks

In our last commentary, we focused on health care as an important sector that we favor across global equity markets. This month, we’re focusing on a...

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Jacob Mitchell

5 technology trends CFOs should consider

Traditionally, CFOs ensured that the accounting basics, such as reporting numbers and managing financial accounts, were handled without a hitch. Ho...

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