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Analysis

Arnie Selvarajah

12 September 2017 • By Arnie Selvarajah • 1 min read

How to avoid the ETF trap

The popularity of exchange traded funds (ETFs) continues to grow at a rapid pace. Bell Direct CEO Arnie Selvarajah explains that there are several ver...

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Arnie Selvarajah

Where are we in the credit cycle?

With some commentators talking about the third credit bubble since the 1990s, CQS’s Craig Scordellis explains why he believes there are pot holes ...

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Arnie Selvarajah

Market reform: Kim Jong-un’s secret weapon

North Korea's escalation strategy continued last week with the testing of a thermonuclear bomb, but market reform may be the regime's most potent weap...

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Arnie Selvarajah

Yellen’s red flag to Trump

Janet Yellen’s recent speech at Jackson Hole sang the praises of regulatory reforms made in the wake of the GFC, along with an implicit plea to poli...

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Arnie Selvarajah

Why UK renewable assets make sense

Renewable energy investments are often overlooked, despite being less affected by quantitative easing and zero interest rate policies than other finan...

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Arnie Selvarajah

Taking stock of multi-asset portfolios

Investec Asset Management’s John Stopford takes a look at the state of the multi-asset investment landscape, as well as the prospects for global gr...

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Arnie Selvarajah

Preparing for an uncertain second half

Global equities performed strongly in the first half of 2017, but investors should be somewhat cautious going into the second half of the year, writes...

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Arnie Selvarajah

Build it and they will come – eventually

Much of the infrastructure to enable cross-border flows into Australian managed funds is in place, writes Calastone’s Sarah Hayward – but the floo...

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Arnie Selvarajah

Riding out the wave of volatility

Extended periods of low volatility can persist for longer than many may be comfortable with, writes JP Morgan’s Kerry Craig – but savvy investors ...

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Arnie Selvarajah

Australia in the lead on energy efficiency

Australia is at the forefront of the push towards more energy-efficient commercial property, writes TH Real Estate’s Abigail Dean. Thanks to the ...

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