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Analysis

Jim Lydotes

05 March 2019 • By Jim Lydotes • 1 min read

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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Jim Lydotes

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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Jim Lydotes

The stocks you buy depend on your brain

Despite long-term profit expectations, many people shy away from investing their money in supposedly riskier forms of investment –such as stocks. Wh...

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Jim Lydotes

Was the royal commission a complete waste of time?

Political campaigns are being built on the rickety future of Australia’s financial services sector, thanks to a year-long charade that did little mo...

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Jim Lydotes

Standout performers in reporting season

Australian first-half corporate earnings have in many cases surprised on the upside, and there have been some notable performers. Below we list four s...

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Jim Lydotes

Access all areas (of your data and privacy)

While Australia partied, our government passed a dangerous bill. By Thursday 6 December 2018, the festive season was in full swing in Australia. Pe...

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Jim Lydotes

Banks’ EPS growth: A triple whammy looms

If the outlook for Australia’s banks was clouded in the immediate aftermath of the Hayne royal commission’s final report, it’s likely to get mur...

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Jim Lydotes

The foundation for digital innovation

A relative lack of investment in the systems that support many middle office functions has left many institutional investors struggling to keep pace w...

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Jim Lydotes

Recession watch: Is gold really a safe hedge?

Applying hedges during periods of economic stagnation or decline can best be compared to taking out an insurance policy to offset, or more likely, to ...

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Jim Lydotes

Did markets overshoot economic reality?

That the market environment in 2018 became more difficult than in previous years was not a great surprise. But the extent to which it did so was. M...

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