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Analysis

Michelle Lacey

04 December 2018 • By Michelle Lacey • 1 min read

Time to rethink the advisers’ fiduciary duty

Today’s advisers need to act as prudent fiduciaries and ‘stewards’, performing their day-to-day roles in a way that serves the best interests of...

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Michelle Lacey

5 tips for turbulent markets

After a long period of benign and steadily climbing equity markets, volatility has returned to markets in the final quarter of 2018. We think more vol...

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Michelle Lacey

We created the banking monster 

It’s easy to point the finger at financial institutions these days. But the system is arguably a reflection of the consumerist society it serves. ...

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Michelle Lacey

Unpacking open banking in Australia

Open banking – what’s it all about? Open Banking is a system of secure data exchange between institutions so that no one organisation can effec...

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Michelle Lacey

State of the nations

There is a tendency to dismiss the daily bombardment of political news, opinions and soundbites as just noise. However, it is politics that determines...

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Michelle Lacey

5 themes forming investment opportunities

While many market commentators cite macro views and GDP figures when talking about investing in China, most are, ironically,  missing the bigger pict...

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Michelle Lacey

Finding value among stretched US valuations

In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to TGG, that US market strength ...

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Michelle Lacey

Hartzer is clearly tired of wealth management

Westpac is holding onto BT Financial – for now. But CEO Brian Hartzer couldn’t mask his frustration with the troubled business when he appeared ...

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Michelle Lacey

Embracing active management in private markets

Private markets are topical at the moment as they undergo a transition to becoming less private due to increased investor and regulator demand for gre...

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Michelle Lacey

Fairytale economics will not enchant markets

As is often the case, the stock market’s recent volatility overshadowed most other news. That focus could prove misguided. For investors, the latest...

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