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Analysis

Louise Keeling

29 May 2018 • By Louise Keeling • 1 min read

Why platinum miners make sense in 2018

Platinum miners are one of the most attractive opportunities across global equity markets in 2018, writes RWC Partners’ Louise Keeling. The tough...

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Louise Keeling

Corporate governance and advocacy in China

A debate about active corporate governance is well underway in China, says Investec Asset Management global head of ESG Therese Niklasson – and chan...

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Louise Keeling

The shifting LIC landscape

Listed investment companies have undergone rapid growth in recent years, growing by a compound annual rate of 16 per cent per annum, writes Zenith's D...

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Louise Keeling

Finding global opportunities as volatility rises

Investors looking for geographical and industry diversification, while maximising returns in a volatile market, can look abroad to opportunities in co...

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Louise Keeling

The perils of chasing niche infrastructure

Within real estate and infrastructure investing, what was niche is now becoming mainstream, writes bfinance Australia's Frithjof van Zyp. Around t...

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Louise Keeling

What causes recessions, and can we predict them?

The conditions that culminate in a recession are more complex than textbooks would have you believe, writes Aberdeen Standard Investment's Lucy O'Carr...

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Louise Keeling

Why robotics makes sense for value investors

Investors stand to benefit from the robotics thematic as the world transitions towards more resource-efficient activities, writes Nanuk Asset Managem...

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Louise Keeling

Not all bonds are created equal

Three decades into a bond bull market, disruption has well and truly set in. Citi's Simson Sanaphay attempts to answer the question: are bonds still...

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Louise Keeling

Be alert, not alarmed, about LIBOR

The widening spread between US LIBOR and the overnight indexed swaps (OIS) market has roused concerns about a rerun of 2008, but AllianceBernstein's J...

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Louise Keeling

Licensees feeling the heat at royal commission

The revelations coming out of the royal commission hearings could give advisers the upper hand in their negotiations with licensees, writes legal cons...

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