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Analysis

Marty Switzer

04 September 2018 • By Marty Switzer • 1 min read

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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Marty Switzer

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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