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Analysis

Stephen H. Dover

24 March 2020 • By Stephen H. Dover • 1 min read

Pessimists may miss the Up Market. Don’t become one.

With any public health pandemic, investors’ reactions can be based on fear and uncertainty. Fear may encourage people to isolate, helping reduce the...

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Stephen H. Dover

Investing during the COVID-19 crisis

Capturing the outstanding long-term opportunities will require staying calm and committed to your investment process. Certainly the impact on large...

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Stephen H. Dover

Bernie desire: Why a Sanders win spells bad news for US banks

As the US presidential election looms large against the backdrop of the coronavirus outbreak and dramatic falls in global markets, many are beginning ...

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Stephen H. Dover

Unconventional monetary policy in Australia: Not if, but when (part two)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

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Stephen H. Dover

Super funds need to get real about asset allocation

Australian superannuation funds are overexposed to equities and underinvested in sustainable, long-term income-generating assets that preserve capital...

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Stephen H. Dover

Don’t blame COVID-19

Cash flow quality was poor to begin with. Investor apprehension over the coronavirus outbreak peaked during the last week of February. As a result,...

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Stephen H. Dover

Markets are in panic mode

The violence of the oil shock has added a new urgency to the broad-based de-risking that is sweeping across global markets. In just over two weeks, in...

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Stephen H. Dover

The rise of the chief privacy officer

Ongoing reports of data breaches, along with the introduction of strict regulations have combined to put security and privacy high on priority lists w...

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Stephen H. Dover

Unconventional monetary policy in Australia: Not if, but when (part one)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

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Stephen H. Dover

Private markets in a new world

The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will...

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