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Analysis

Rob Osborn

16 June 2015 • By Rob Osborn • 1 min read

Diversification and the ASX200

By global standards, the Australian stock market is not a well-diversified benchmark index, writes Lazard Asset Management’s Rob Osborn. The in...

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Rob Osborn

Emerging markets: look under the hood

Emerging markets stock and bond valuations appear to offer value to investors, but allocating more isn’t necessarily the answer, says AB’s Vadim Z...

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Rob Osborn

Is the large-cap party over?

Investors in low-cost passive equity funds have enjoyed riding the ‘bull’ market since the depths of the GFC, but that may be coming to an end, sa...

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Rob Osborn

Not all global equities are created equal

With life expectancies on the rise, global equities that pay and grow dividends over time are an important addition to retirees’ portfolios, says Ca...

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Rob Osborn

Look to commercial property for yield

With Australian interest rates at historic lows, investors who are searching for yield would be well advised to consider direct property, says Charter...

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Rob Osborn

'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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Rob Osborn

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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Rob Osborn

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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Rob Osborn

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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Rob Osborn

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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