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Analysis

Frithjof van Zyp

25 June 2019 • By Frithjof van Zyp • 1 min read

China in focus as demand for emerging markets rebounds

Emerging market equities are back in the spotlight in 2019, with investor appetite now rising after a period of relatively weak demand in mid-to-late ...

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Frithjof van Zyp

How predictable are traditional fixed-income asset classes

While the past two years were important in terms of central bank policy and the yield curve impact, we think Australian investors should focus on the ...

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Frithjof van Zyp

Considering private equity in volatile times

Renewed market volatility has been unleashed again. This time in the wake of a single Sunday night tweet in early May. Trade talks between the US a...

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Frithjof van Zyp

How managed accounts are empowering the client value proposition

The role and value of the financial planner has changed significantly over the last decade. Technology has afforded investors more access to informati...

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Frithjof van Zyp

Could lack of clarity on ESG be holding back climate change progress?

The issue of climate change has taken centrestage, dominating discussions at every level of society, from communities to the boardroom and politics. ...

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Frithjof van Zyp

Country selection is key as central banks change course

Last week, the Reserve Bank of Australia cut its official interest rates for the first time since August 2016, further signalling the central bank’s...

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Frithjof van Zyp

New US-Mexico tariffs would add to economic costs

President Donald Trump’s announcement late last week that the US would impose tariffs on all Mexican goods starting on 10 June to “address the e...

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Frithjof van Zyp

Slowdown to drag down some, but not all companies

Australia’s economy is slowing quickly, and the profitability of domestically focused companies is under significant pressure. However, companies i...

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Frithjof van Zyp

China’s tech future: Pirate or innovator?

Microchips, smartphone-testing robotic arms, wind turbines, solar cells, experimental glass made from crushed diamonds, Star Wars toys, chemical formu...

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Frithjof van Zyp

Where are sophisticated savers getting better returns?

With rates at their lowest level on record and forecast to go even lower savers are no longer satisfied with term deposit rates. On average banks a...

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