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Analysis

Stuart Cartledge

14 August 2018 • By Stuart Cartledge • 1 min read

A-REITs set to maintain outperformance

The June quarter was a strong period for the A-REIT sector, writes Phoenix Portfolios' Stuart Cartledge – and conditions look ripe for their perform...

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Stuart Cartledge

This royal commission is at odds with the times

Regulation, examination and reflection have always been agents of change, writes Calastone’s Sarah Hayward – and right now, that agent is the roya...

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Stuart Cartledge

ETFs could be the ticket to portfolio diversification

One of the major advantages of an exchange traded fund is the ability for investors to gain instant diversified exposure, writes State Street Global A...

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Stuart Cartledge

The expanding emerging market universe

While trade wars, or no trade wars, will have varying impacts, a move by the MSCI to include some new markets in its emerging markets index will incre...

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Stuart Cartledge

SFTR: The next EU regulation to hit Australia

Just as the smoke has started to clear from the implementation of MiFID II, the European Commission looks set to greenlight the Securities Financing T...

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Stuart Cartledge

The canary in the Fed's coal mine

The US Federal Reserve’s path towards monetary policy ‘normalisation’ promises to be a bumpy ride for investors, warns Daintree Capital’s Brad...

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Stuart Cartledge

Are algorithms the future of retail banking?

Australia’s banking sector has never faced a greater threat from fintech firms and neobanks than it does today, writes TIBCO’s Robert Merlicek. ...

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Stuart Cartledge

How defensive equity impacts lifecycle investing

The government’s retirement income covenant for super funds has thrown the spotlight back on CIPRs and defensive equity, writes Parametric’s Raewy...

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Stuart Cartledge

Absolute return investing: Is there any alternative?

At its heart, absolute return investment is about avoiding unacceptable risks, writes ARCO’s Bruce Loveday. Oscar Wilde famously defined a cynic ...

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Stuart Cartledge

CBA’s tactical retreat from wealth

Matt Comyn’s decision to decouple CBA’s wealth management businesses will allow him to neatly sidestep ongoing financial advice scandals at a negl...

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