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Analysis

Will Main

31 August 2021 • By Will Main • 1 min read

Value rotation in Asia has further to run

During the past 12 months, Asian markets have experienced a short and seemingly intense rotation to value, but more recently there has been a pause in...

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Will Main

Concentrating on dividends

The consensus yield for the year ahead based on Bloomberg consensus is 5.3 per cent including the value of franking credits, around 1 per cent lower...

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Will Main

The right stuff: What high-performance sport teaches us about investing

There’s no shortage of books and articles on the lessons sport can teach the corporate world (and vice versa). That’s because the principles behi...

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Will Main

ESG awareness on the rise in real estate

In recent years, ESG considerations have become increasingly important among asset owners, companies and investors alike, and the global listed real ...

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Will Main

Using equity income to power your portfolio and beat inflation

With interest rates at record lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only...

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Will Main

Looking beyond the numbers for sustainable investing

The demand from investors for robust sustainable investment products and funds is accelerating. A Moody’s Investors Service report highlights the ra...

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Will Main

Where the next dent in Australia’s financial fraud problem will come from

In Australia, there’s strong evidence that taking meaningful action on fraud can make a marked difference to what is still a $450 million a year pro...

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Will Main

COVID-19 supercharges the digital economy megatrend

COVID-19 has been a catalyst for the accelerated transformation in the digital economy, as communities around the world have coped, and continue to co...

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Will Main

Why bonds are like ballast

When Australia ended the US’ 132-year run in the America’s Cup yacht race in 1983, the secret weapon was deep underwater. An 18-tonne winged keel ...

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Will Main

The reopening trade still has legs

Market nervousness around another global COVID-19 flare-up has brought into question the sustainability of the economic reopening trade, and rightly s...

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