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Analysis

Jim Cielinski

03 December 2019 • By Jim Cielinski • 1 min read

The role of bonds in a negative rate world

With the recent dip in global yields, some old questions are resurfacing. Do low yields preclude bonds from hedging risk effectively? As bond yields m...

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Jim Cielinski

Shareholder vs stakeholder capitalism – do we really have to choose?

In a well-publicised media release on 19 August, 181 chief executives representing the influential Business Roundtable (BR) signed a “Statement on t...

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Jim Cielinski

Gold – The resilient asset in your portfolio

It was billionaire hedge fund manager Paul Singer who said, “If you want an alternative currency, check out gold. It has stood the test of thousands...

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Jim Cielinski

The rise of index investing still spooks some investors - it shouldn’t

Index investing’s sharp rise in popularity over the past decade or so scares some people. And not in a fun, haunted-house kind of way. They see a...

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Jim Cielinski

The tech rally destined to unfold

On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a market capitalisation of approximately U...

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Jim Cielinski

Four ways to revive the value investing style in Australia

Since the 2008 global financial crisis, the value investing style in Australia has underperformed to the extent that it has come to be regarded as “...

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Jim Cielinski

Value chains – Clear, present, permanent prejudice

Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much wider universe of...

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Jim Cielinski

Cloud headwinds no cause for concern

Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates. But one of the fastest-growin...

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Jim Cielinski

Beware the one-trick ponies

We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few years. Ber...

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Jim Cielinski

Is QE really our best option?

The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...

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