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Analysis

Leica Ison

29 September 2020 • By Leica Ison • 1 min read

A roller-coaster week for the banks

Will last week’s cocktail of news result in real changes, and what do investors need to be looking for from the banks? Last week was quite the ri...

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Leica Ison

The barbell effect of COVID-19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When...

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Leica Ison

Where to next for emerging markets?

The COVID-19 sell-off, which saw the MSCI EM US dollar index collapse -24 per cent over the 1Q 2020 has been virtually erased by the recovery in emer...

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Leica Ison

Making hard choices in extraordinary times

Renewed equity market volatility highlights the need for portfolio breadth. US markets have sold off sharply after reaching record highs, driven by...

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Leica Ison

Rebalancing can improve investment outcomes 

Wealth managers are realising that the expected rates of return for the next 10 years will be substantially lower than the past decade. Valuations of ...

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Leica Ison

Health stocks: What’s driving the demand?

A renewed push towards innovation within the global healthcare sector is driving good investment returns, and this may continue as jurisdictions race ...

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Leica Ison

Beyond FAANGs, there’s more to get investment teeth into

With lots of money pouring into a handful of big name stocks such as the FAANGs and thereby creating possible market risk, investors should look beyon...

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Leica Ison

Why effective data management is vital for Australian financial firms

To survive in a highly regulated industry, finance firms must take a consistent, structured approach to data backups. For financial services compan...

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Leica Ison

Investing in financial inclusion in emerging markets

Increasing financial inclusion across emerging markets is creating opportunities for both financial returns and positive social impact. The lag in ...

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Leica Ison

A wild ride for inflation expectations

Why have inflation expectations rallied since their ebb in March, and what does it mean for fixed-income investors? Inflation risk is an important ...

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