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Analysis

Michael Armitage

22 September 2020 • By Michael Armitage • 1 min read

Rebalancing can improve investment outcomes 

Wealth managers are realising that the expected rates of return for the next 10 years will be substantially lower than the past decade. Valuations of ...

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Michael Armitage

Health stocks: What’s driving the demand?

A renewed push towards innovation within the global healthcare sector is driving good investment returns, and this may continue as jurisdictions race ...

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Michael Armitage

Beyond FAANGs, there’s more to get investment teeth into

With lots of money pouring into a handful of big name stocks such as the FAANGs and thereby creating possible market risk, investors should look beyon...

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Michael Armitage

Why effective data management is vital for Australian financial firms

To survive in a highly regulated industry, finance firms must take a consistent, structured approach to data backups. For financial services compan...

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Michael Armitage

Investing in financial inclusion in emerging markets

Increasing financial inclusion across emerging markets is creating opportunities for both financial returns and positive social impact. The lag in ...

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Michael Armitage

A wild ride for inflation expectations

Why have inflation expectations rallied since their ebb in March, and what does it mean for fixed-income investors? Inflation risk is an important ...

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Michael Armitage

It’s not all doom and gloom for dividends

Investors must look beyond the headlines when considering their income strategy over the next 12 months. We’ve heard a significant level of hyper...

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Michael Armitage

A moral and financial imperative

The Juukan Gorge case has brought the issue of human rights and corporate risks into sharp focus. The ongoing fallout from the controversy shows that ...

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Michael Armitage

The office of the future – and implications for office REITs

Are you reading this article from your office, surrounded by your keyboard, mouse, pen, papers and... a child or dog running around the house? With...

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Michael Armitage

Video game binge reflects the future

With the coronavirus pandemic sweeping the globe, and people confined to their homes in many nations, the world is experiencing an electronic sports a...

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