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Analysis

David Gait

19 March 2019 • By David Gait • 1 min read

Alice in Financeland

ABCDs, COCOcds, Airbag Swaps and Christmas Trees, plus the exotic-sounding Quadruple Witches and Zebras – these are just some of the bewildering arr...

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David Gait

The future of franking credits

The proposed changes to franking credit refunds have sparked intense debate among Australian investors, particularly retirees and SMSF members. Wi...

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David Gait

Are we on the road to global economic recovery?

Our view is that the US and global expansion will continue, albeit at a very slow pace, allowing a sustained rebound in spread sectors. Underpinnin...

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David Gait

Beyond the Brexit trees, is there light in the EU wood?

Now that the UK has avoided (at least for now) a hard Brexit as it negotiates to extend Article 50, investors might reasonably wonder whether they can...

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David Gait

Alternative beta strategies: A portfolio diversifier

Asset classes rise and fall across global financial markets – sometimes together and sometimes in different directions. Understanding the causes and...

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David Gait

Now is the time to revisit emerging markets

With the cooling of developed economies following a record bull run, and interest rates approaching a likely peak, a new cycle in emerging markets is ...

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David Gait

Global macro attracts investors despite weak returns

Capital continues to flow into global macro hedge funds despite weak returns, as investors seek diversification in an increasingly volatile market env...

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David Gait

Tackling the open banking talent challenge

With new open banking regulations coming into effect February 2020, banks are ramping up their in-house engineering efforts, and finding themselves go...

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David Gait

The infrastructure gap

One of worst kept secrets of infrastructure investing is how many managers tend to target an extremely narrow range of physical assets by investing in...

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David Gait

Market sentiment is shifting to favour low-risk stocks

Over the past six months, market sentiment around the world has shifted to favour lower-risk stocks. This shift provides further evidence that defensi...

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