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Analysis

Wenchang Ma

27 November 2018 • By Wenchang Ma • 1 min read

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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Wenchang Ma

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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Wenchang Ma

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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Wenchang Ma

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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Wenchang Ma

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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Wenchang Ma

Can banks survive without bonuses?

This is the real question that needs to be addressed by the royal commission. Finally, after six exhausting rounds of public hearings, it looks lik...

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Wenchang Ma

Goals-based technology to shift industry

Goals-based advice is not a new phenomenon. The Hayne royal commission has suggested that advisers inadequately demonstrate how their advice links to ...

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Wenchang Ma

Global equities outlook for 2019

With volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019. In...

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Wenchang Ma

USD softens further after mid-terms

Financial markets are continuing their forward drive on the realization that investors were rightly positioned for the outcome of the mid-term electio...

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Wenchang Ma

ESG: Actively driving change

Environmental, social and governance investing is in vogue globally, but there seems to be a particular fascination for it in Australia. Speaking a...

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