Investment Articles

Showing 61 to 70 of 148 articles:
Liam Donohue
LIAM DONOHUE  |  FRIDAY, 14 DEC 2018
The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... Read more
James Kinghorn
JAMES KINGHORN  |  FRIDAY, 7 DEC 2018
The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three fundamental concepts ... Read more
Stephen Smith
DAVID HOFFMAN , STEPHEN SMITH , TAD FETTER  |  FRIDAY, 30 NOV 2018
Global bonds: An opportune investment Read more
Damien Wood
DAMIEN WOOD  |  FRIDAY, 9 NOV 2018
Fish apparently rot from the head down. The chief executives of Australia's big four banks have helped themselves to monster pay rises over the past 20 years. Bank staff were financially motivated to sell more products to help meet their performance ... Read more
Kanika Sood
KANIKA SOOD  |  MONDAY, 15 OCT 2018
Three men sit huddled together, watching a video that plays on a computer screen in a large-ish empty room. Sounds like a late-night university study session? Only the men are in crisp white shirts, not hoodies. The video on the screen is not that of ... Read more
Andrew Macken
ANDREW MACKEN  |  FRIDAY, 5 OCT 2018
In 1962, President John F. Kennedy delivered Yale's graduating class of 1962 a piece of advice that all investors should hold dear: "The great enemy of truth is very often not the lie - deliberate, contrived and dishonest - but the myth - persistent ... Read more
Carl Ross
CARL ROSS  |  FRIDAY, 31 AUG 2018
As a fixed income asset class with relatively high duration, sovereign emerging debt is sensitive to interest rates. But is there anything else we can say? Read more
Michael Brown
MICHAEL BROWN  |  THURSDAY, 9 AUG 2018
Equally weighted portfolios outperform their market capitalisation counterparts over the long term and over almost all short term periods. The evidence to support this is cited in the References and is demonstrated in Figure 1, which shows the performance ... Read more
Dominick DeAlto
DOMINICK DEALTO  |  FRIDAY, 3 AUG 2018
As 2018 began, the consensus market narrative was centered around a Goldilocks scenario characterised by synchronised strong global growth and modest inflation pressures. This macro backdrop, combined with still-accommodative monetary policy in developed ... Read more