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Analysis

Daniel Sullivan

18 August 2020 • By Daniel Sullivan • 1 min read

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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Daniel Sullivan

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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Daniel Sullivan

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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Daniel Sullivan

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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Daniel Sullivan

Listed infrastructure providing consistency in volatile times

Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class�...

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Daniel Sullivan

Invest like the high-net-worth to pandemic-proof your portfolio

The impact of COVID has undeniably demanded attention, as it has kickstarted a new economic cycle and heralded in a bear market and global recession. ...

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Daniel Sullivan

An industry ripe for disruption

As the world begins to reopen following unprecedented periods of lockdown and quarantine, investors are analysing the potential trends and impacts fro...

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Daniel Sullivan

The case for investing in gold

There have been many studies regarding the potential institutional role for gold, often with contradictory conclusions. What we have found is that the...

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Daniel Sullivan

The case for value investing going forward

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been co...

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Daniel Sullivan

Multi-strategy investing and the COVID crash: Resilience and redemption?

The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back...

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