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Analysis

Stephen Miller

13 July 2021 • By Stephen Miller • 1 min read

6 of the best reasons why the Fed and markets should be concerned about inflation

Despite the recent spike in inflation being largely regarded by the US Federal Reserve (the Fed) and markets as transitory, there are strong grounds ...

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Stephen Miller

A balancing act ahead for investors in H2

Australia’s economic recovery since the COVID-19 pandemic hit has been nothing less than remarkable. Following the collapse in the market in March ...

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Stephen Miller

A ‘network’ analysis approach to investment analysis

The key to successful investment is to invest in exceptional businesses expanding their economic footprint, and one of the first steps in assessing a ...

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Stephen Miller

These stocks may not be sexy, but could they be the key to stock market success? The pros and cons of value investing

For many years, the humble value stock was seen by many investors as the boring and safer pick when building an investment portfolio. As a favoured...

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Stephen Miller

Investment implications of India’s outbreak

With immediate family in India, personally the past few weeks have been the most harrowing of my life. India’s early experience with COVID-19 was re...

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Stephen Miller

Should responsible investors only consider ‘green leaders’?

Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-i...

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Stephen Miller

Identifying high-quality Indian companies during the pandemic

In the midst of the second wave of COVID-19 in India and with travel restrictions having been in place for over a year, a frequent question asked by i...

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Stephen Miller

Company engagement on ESG key to quality stocks

Effective, routine engagement with company boards and management is critical in delivering long-term financial returns for investors and can determine...

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Stephen Miller

Governments want to reduce global carbon emissions – but which approach will work?

Global leaders were united in their view that carbon emissions need curbing but differed in their plans for how to achieve this. Can investment in new...

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Stephen Miller

Trends that will shape the remainder of 2021

As we move towards the halfway point of 2021, some key trends are emerging that will shape markets and economies for the remainder of the year and wel...

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