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Analysis

David Eiswert

22 September 2020 • By David Eiswert • 1 min read

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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David Eiswert

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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David Eiswert

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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David Eiswert

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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David Eiswert

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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David Eiswert

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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David Eiswert

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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David Eiswert

It’s not all doom and gloom for dividends

Investors must look beyond the headlines when considering their income strategy over the next 12 months. We’ve heard a significant level of hyper...

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David Eiswert

A moral and financial imperative

The Juukan Gorge case has brought the issue of human rights and corporate risks into sharp focus. The ongoing fallout from the controversy shows that ...

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David Eiswert

The office of the future – and implications for office REITs

Are you reading this article from your office, surrounded by your keyboard, mouse, pen, papers and... a child or dog running around the house? With...

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