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Analysis

Lucy O'Carroll

11 September 2018 • By Lucy O'Carroll • 1 min read

Hubris and nemesis: Insights into the financial crisis

Ten years ago, the demise of Lehman Brothers marked the height of the financial crisis. At the time, I was an economist at one of the UK’s largest f...

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Lucy O'Carroll

Australia and the GFC: Do we feel left out?

It was ten years ago this week that Lehman Brothers collapsed, triggering the global financial crisis and feeding our insatiable appetite for negative...

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Lucy O'Carroll

Invest in good corporate culture

Recent revelations of misconduct from the royal commission highlight the need for investors to garner greater insights into the corporate culture of o...

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Lucy O'Carroll

The shareholder’s power to drive change

As companies become more willing to engage in conversation about ethical investment and business practices, shareholders must see they have the powe...

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Lucy O'Carroll

The bond market’s new pessimism

There is something of a ‘new pessimism’ emerging in bond markets, which creates significant headwinds for equity markets, writes GSFM’s Stephen ...

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Lucy O'Carroll

Mind the pitfalls of catastrophe bonds

Returns on insurance-linked instruments such as catastrophe bonds have risen in recent months, making them an increasingly attractive asset class, wri...

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Lucy O'Carroll

Who will follow Sir Ron Brierley down the Yellow Brick Road?

OPINION For those of you raising an eyebrow at the recent bid for Yellow Brick Road, remember this: seasoned value investors like Sir Ron Brierley kno...

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Lucy O'Carroll

Toothless tiger APRA not ready for BEAR

Anyone expecting a rock-solid regulator to keep the superannuation industry in line would have been appalled by APRA’s performance at the royal comm...

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Lucy O'Carroll

Profiting from fear and uncertainty

There is plenty of apprehension in global markets now, as the raging bull narrative has turned back to one of an 'aging and fading' bull, write T.Rowe...

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Lucy O'Carroll

Asset quality matters in fixed income

Chasing higher returns with disregard for risk management and liquidity can inject additional risk, writes Jamieson Coote Bonds’ Charlie Jamieson. ...

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