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Analysis

Michael Kodari

03 September 2019 • By Michael Kodari • 1 min read

Investors ignore midcaps at their peril

In the last year, share markets have swung up and down, and many investors are rightfully nervous, some preferring the security of large-capitalisatio...

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Michael Kodari

Boris Johnson’s poker playing puts the UK economy at stake

Boris Johnson’s Brexit strategy is nothing more than a high-risk gamble for the UK economy, warns Nigel Green, chief executive of deVere Group. T...

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Michael Kodari

Opportunities in forgotten quality

We focus on buying quality companies at attractive valuations. Clearly others in the market like these types of businesses too. We try to find these b...

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Michael Kodari

Tangible value in a world of intangibles

Intangible assets are taking up a larger share of corporate balance sheets as economies transition away from asset-heavy manufacturing bases to knowle...

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Michael Kodari

Opportunity persists in EM debt despite recent volatility

Emerging markets debt (EM debt) has hit a bit of a speed bump recently, as investors have reacted to concerns over trade wars, global growth and the s...

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Michael Kodari

Flexibility is about more than doing the splits

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industry must con...

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Michael Kodari

What to do about negative bond yields?

Negative yield nominal bonds have received a lot of press lately, with trillions of dollars of these bonds outstanding. Why has this happened, what do...

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Michael Kodari

Asian tech demystified

The technology sectors – semiconductors, electronic components, computers, software, computer services and so on – were long the prerogative of a ...

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Michael Kodari

Globalisation: Sorry, Donald, it’s here to stay

Globalisation, one of the most important economic trends of the last century, has been taking more than a few shots recently. For those prematurely an...

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Michael Kodari

Forget the barometer

We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. The business networks were flashing red all day...

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