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Analysis

Shamik Dhar

15 December 2020 • By Shamik Dhar • 1 min read

Could the global economy be set up for another roaring 20s?

The outlook for 2021 depends on numerous factors. In our most likely forecast which we have given a 50 per cent probability, a successful global ro...

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Shamik Dhar

Refocus: A global strategy to lift bricks-and-mortar shopping malls delivers strong investor value

History has shown that the listed AREITs markets can overreact in times of market uncertainty. And even within this asset class, large valuation dispe...

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Shamik Dhar

Is it time to rethink currency hedging strategies?

The Australian dollar is one of the more volatile international developed market currencies. Despite this, for those willing to take unhedged offshore...

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Shamik Dhar

Achieving a better risk result for retirees

Helping clients plan for retirement and build their savings is a significant component of financial advisers’ role. And the benefits that financial ...

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Shamik Dhar

Fresh hope in 2021: Finding value in a post-pandemic recovery

Despite starting this decade with an “unprecedented” level of issues – a global pandemic to alter the world as we know it, one of history’s la...

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Shamik Dhar

A cloudy future: Yet hope is on the horizon for 2021 

The word “unprecedented” has become a pseudo moto for 2020. Trying to predict the future is always difficult – in 2020 it was impossible. From d...

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Shamik Dhar

Secondaries surge: 4 questions for private market investors

With crisis conditions historically proving beneficial for new private equity secondaries funds, 2020 has seen a surge in fundraising and fund launche...

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Shamik Dhar

Companies to live or die on digital strategy

The ability for companies to pivot their offering to a more digitally focused strategy is likely to determine their longevity, with COVID-19 accelerat...

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Shamik Dhar

Biden presidency could trigger global reallocation to Asia

A less confrontational style is likely to lower headline risk and may drive global investors to refocus on the fundamental strengths of Asia’s econo...

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Shamik Dhar

ASX ex-20 stocks: The sweet spot for earnings power

The investment management industry tends to present issues in zero-sum ways. The truth, however, is different to black and white portrayals. Well-d...

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