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Analysis

Emma Herd

25 August 2020 • By Emma Herd • 1 min read

Companies are failing on climate risk

Since the final recommendations of the Task Force for Climate-related Disclosures (TCFD) emerged a few years ago, a plethora of the world’s largest ...

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Emma Herd

Is it time to add water to your portfolio?

Australia is the world’s driest inhabited continent and a region where agricultural production isn’t limited by the suitable fertile land, but ins...

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Emma Herd

The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to se...

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Emma Herd

Reasons why the outlook for the US dollar is weak

So far, 2020 has been a volatile year for financial markets, and the currency markets have been no exception. The US dollar advanced nearly 9 per c...

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Emma Herd

Pandemic a case study in sequencing risk for retirees

One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in financial market...

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Emma Herd

The once-in-a-decade infrastructure opportunity

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the ...

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Emma Herd

Are we entering the next commodities supercycle?

There have been six commodity peaks in the past 227 years, with the most recent peak in June 2008. Analysis shows that the current supercycle is follo...

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Emma Herd

Large caps outperform small caps over long-term

An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most int...

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Emma Herd

Finding opportunities in the crisis

While COVID-19 continues to cause a great deal of uncertainty, it is important to look for opportunities that allow investors to participate in growth...

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Emma Herd

Serial acquirers: A dangerous addiction or underappreciated compounders?

Contrary to the belief that most acquisitions destroy shareholder value, there is an underappreciated niche of companies that make many acquisitions a...

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