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Analysis

Jon Ireland

28 April 2015 • By Jon Ireland • 1 min read

Planning funds management M&A deals

There can be a broad array of matters to consider when structuring and executing a transaction involving a funds management business, writes Henry Dav...

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Jon Ireland

Pitfalls of the hunt for yield

A myopic focus on yield that ignores risk/reward considerations can end up haunting investors down the track, warns PM Capital’s Rob Thompson. Hi...

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Jon Ireland

Euphoria and reality in European stocks

Investors should take a pragmatic approach to European stocks in the wake of the European Central Bank's (ECB’s) quantitative easing (QE) program, s...

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Jon Ireland

Cashing in on 'poles and wires'

The long-term lease of NSW electricity networks offers excellent opportunities for fixed-income investors, writes Lochlann Kerr of Aberdeen Asset Mana...

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Jon Ireland

End of the road for US equities?

The US stock market has shot the lights out in recent years, but Franklin Templeton Investments’ Peter Wilmshurst says investors shouldn’t expect ...

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Jon Ireland

Diversifying away from property

When bank shares are taken into account, the average Australian household has a 70 per cent exposure to residential property, warns Lazard AM’s Phil...

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Jon Ireland

The science of investing

The scientific method is perfectly applicable to investment decisions, says Morningstar’s Samuel Lee – but emotion has a knack of getting in the w...

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Jon Ireland

The relentless march of the renminbi

Few doubt that the status of the renminbi (RMB) will eventually match China’s economic clout, writes Investec’s Michael Power. As historians wi...

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Jon Ireland

Infrastructure and the role of retail investors

The infrastructure debate in Australia should be a simple one, says Industry Fund Services chief executive Bill Danaher – but a range of factors te...

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Jon Ireland

Direct loans and the super ‘risk budget’

Superannuation funds are increasingly looking to spend their alternatives ‘risk budget’ on direct loans, says State Street’s Daniel Cheever. ...

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