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Analysis

Scott Haslem

12 February 2019 • By Scott Haslem • 1 min read

Will markets climb the wall of worry in 2019?

Peering in the rear-view mirror, 2018 in hindsight could be characterised by slowing global growth, central bank policy tightening and escalating geop...

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Scott Haslem

A strong year for dividends globally

Despite global share markets falling heavily in the last quarter, 2018 was a strong year for dividends across developed markets, with A$1.8 trillion p...

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Scott Haslem

Blockchain: The requirement for privilege controls in a distributed ledger

Blockchain technology has been heralded as the answer to many problems. There have been endless conversations about how it will grow to become a favou...

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Scott Haslem

Will the US and China finally share their toys?

The markets limped to a tepid close on Friday, with stocks broadly flat and the US dollar broadly ascendant. Politics, rather than data, will overshad...

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Scott Haslem

Some leaders watch as financial industry burns

It is a positive sign for Australia’s future that we are finally accepting how to define, measure and then positively change the corporate culture o...

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Scott Haslem

5 investment themes for the Year of the Pig

Chinese New Year arrives on 5 February, leaving behind the Year of the Dog and ushering in the Year of the Pig. Portfolio managers Greg Kuhnert, Inves...

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Scott Haslem

Lucky number (twenty) 8?

As Australia reaches for its 28th year of uninterrupted economic growth – the longest on record among developed countries – the question on inve...

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Scott Haslem

Follow the bean counters

Why does it makes sense for finance departments to spearhead the digital transformation push? As the fourth industrial revolution rapidly becomes a...

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Scott Haslem

Looking for a compass in a storm

Few investors are looking forward to 2019.  The volatility that we have experienced in markets over the latter part of 2018 and the overwhelming sens...

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Scott Haslem

Steering equity portfolios through stormy style seas

As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors...

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