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Analysis

Jodie Hampshire

15 June 2021 • By Jodie Hampshire • 1 min read

Investing for a goal

Superannuation is one of the most important assets Australians will ever own. How each Australian is able to successfully invest a significant portion...

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Jodie Hampshire

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its ...

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Jodie Hampshire

ESG and investing in small caps

We were recently taken by surprise when during a conversation about the role of ESG in equity analysis one of those present dismissed it as “woke in...

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Jodie Hampshire

Internal anti-money laundering and counter-terrorism financing compliance is costing us millions – we need a sustainable alternative

With the Australian Transaction Reports and Analysis Centre (AUSTRAC) announcing three fresh investigations into leading Australian brands over potent...

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Jodie Hampshire

Disruptors arise to show true CSR in action

Corporate social responsibility (CSR) is a voluntary implementation of ethical principles applicable to business practice that have direct positive im...

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Jodie Hampshire

How the closed-end fund industry can assist government in developing long-term infrastructure – without blowing the budget

The recent 2021 federal budget highlighted the government’s objective of encouraging infrastructure development to constructively boost employment a...

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Jodie Hampshire

Good yield hunting: Handle fixed income alpha strategies with care

Fixed income investors are currently navigating a highly uncertain environment featuring two competing market narratives. The first of these is a caut...

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Jodie Hampshire

The great lockdown reinforces the case for agricultural exposure

Historical evidence suggests that the performance of select agricultural sector assets is uncorrelated with traditional markets and at times has shown...

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Jodie Hampshire

Assessing climate risk in fixed-income portfolios

Fixed-income investors play a key role as creditors in assessing material environmental, social and governance (ESG) risks and opportunities that may ...

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Jodie Hampshire

Reasons to keep faith in China’s fundamentals

China’s forceful economic rebound bodes well for company earnings in 2021, incentivising active investors to refocus on fundamentals and seize on vo...

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