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Analysis

Mike Aked

07 July 2020 • By Mike Aked • 1 min read

Value forecast to outperform in Australia and the US

Value investing has underperformed compared to growth investing in the US since 2007. In the next five years, however, value investing is set to outp...

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Mike Aked

The growth of Aussie tech stocks

Technology has not historically been a significant component of the Australian share market, but we are finally beginning to see expansion in the sect...

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Mike Aked

Growth, not value

When economic conditions are favourable, most businesses including the average ones are able to do well. However, in less robust conditions where over...

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Mike Aked

The Fed’s final frontier – Negative rates or yield curve control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of ...

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Mike Aked

Improving retirement outcomes by not following the herd

In a recent discussion with my eight-year-old daughter, my wife and I were attempting to instil some individualism by discussing the old adage “if e...

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Mike Aked

A shock to growth

While the interconnectedness of Asia’s economies was once a key competitive advantage for the region, the fallout from the coronavirus pandemic has ...

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Mike Aked

Flexibility needed to counter COVID-19 impact

Three courses of action for investors to navigate portfolios through the second half of 2020. As the coronavirus pandemic drives the global economy...

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Mike Aked

Message to responsible investors: Stay active 

It is imperative that asset managers making ESG principles a core investment strategy don’t “set and forget” after taking an investment position...

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Mike Aked

Making the most of data – why it’s do or die for Australia’s financial services sector

Getting on top of data management and storage requirements remains a challenge for the country’s rapidly digitising banking and insurance industry. ...

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Mike Aked

The coronavirus pandemic highlights the diversity in real assets

The Great Lockdown recession brought on by the coronavirus pandemic is unique in many ways. While the global gross domestic product is expected to ...

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