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Analysis

Mike Obrien

26 May 2015 • By Mike Obrien • 1 min read

'Solutions' are here to stay

'Solutions'-orientated assets are set to double to US$2 trillion within the next five years, says JP Morgan’s Mike O'Brien – making it one buzzwor...

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Mike Obrien

Beware of Greeks bearing gifts

PM Capital’s Ashley Pittard has just returned from a European trip that identified a number of new opportunities – but Greek ‘bargains’ don’...

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Mike Obrien

Active versus passive: weighing up the evidence

The strong growth in index funds and ETFs in Australia is stirring debate about the benefits of active versus passive investment management, says Beta...

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Mike Obrien

China – the global innovator?

China has gained acclaim as the world’s manufacturing powerhouse, but innovation is flourishing in the world’s most populous nation, says AB’s T...

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Mike Obrien

All that glitters is not gold

Equity income portfolios can be volatile if investors are not properly attuned to the risks, warns Lazard Asset Management’s Phil Hofflin. As int...

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Mike Obrien

Chinese shares: handle with caution

The lack of corporate governance in China remains the single biggest stumbling block for investors, says Aberdeen Asset Management’s Nicholas Yeo. ...

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Mike Obrien

Moving on from the super fees debate

Manager fees are just one small part of a larger debate about the value of superannuation returns, argues Parametric’s Raewyn Williams. Super fun...

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Mike Obrien

The ‘magic’ of commercial property

The further loosening of monetary policy in Asia and Europe points to continuing good returns from commercial property, writes TH Real Estate’s Alic...

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Mike Obrien

The right to choose your own super fund

A significant ratio of the country’s workers are denied the right to choose where some of their pay is held, says Dr Patrick Carvalho of The Centre ...

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Mike Obrien

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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