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Analysis

Guy Tcheau

05 November 2019 • By Guy Tcheau • 1 min read

Rebalancing real estate portfolios by selectively exploring US investment solutions

Australian investors’ home country bias approach to real estate investing has worked out quite well given the robust performance of the domestic rea...

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Guy Tcheau

The outlook for infrastructure investments

The global economy is slowing down at an increasing speed. The IMF projects real economic growth in advanced economies to slow down from 2.2 per cent ...

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Guy Tcheau

Is human intelligence redundant in investment management?

Advances in machine learning and artificial intelligence have been nothing short of extraordinary over the past 10 years. Investment management acr...

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Guy Tcheau

US-China: Deal or no deal?

The prospects of a US-China trade deal have been cast into uncertainty following the cancellation of the APEC summit in Chile. But that’s not the on...

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Guy Tcheau

Sustainable pricing – an industry changer

As a key strategy to protect a client’s wealth on an ongoing basis, life insurance is an important purchase. It is, after all, a product “for life...

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Guy Tcheau

Being cooperative makes you a better leader

Game theory is a field that applies mathematics to understand the science behind logical decision-making behavior and social structures. It has bee...

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Guy Tcheau

Investing in the ‘duration bubble’

In a “zero-growth” environment, one would expect investors to chase yield. But this is not happening. If this was the case, investors would be cro...

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Guy Tcheau

Is recession looming?

Can monetary policies help prevent a global recession? Are we about to have a global recession? That was one of the many issues discussed at the Si...

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Guy Tcheau

How carbon-neutral products are proving good for business – and investors

We hear a lot these days about the push to become carbon-neutral. What does it mean, in practical terms, for companies that are rising to the challeng...

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Guy Tcheau

Equity markets – how much do we really know?

Equity markets can be notoriously unpredictable. Imagine a super fund’s investments team had been told 10 years ago that over the next decade US st...

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