Analysis – Page 44 – The Inside Adviser

Can analyst reports be relied upon?

Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is...

Analysis

Giselle Roux

Cheaper, more diversified and delivering

With attention focused on the record-breaking run of the Dow Jones Industrial Average (DJIA), which now sits above 30,000 points for the first time, smaller...

Analysis

Drew Meredith

Are P/E ratios a misleading indicator?

As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the...

Analysis

Drew Meredith

A contrarian view on ESG

I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a...

Analysis

Emanuel Datt

Blackmore Capital puts ESG in action

Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G pillars. For example, MSCI, one of the mainstream...

Analysis

Contributor

Why equities are skew-whiff when the big get bigger

Stock markets have always been a win-lose situation, but the odds are skewing even further towards a handful of successful companies, according to a new...

Analysis

David Chaplin

The factors and fears holding back investors

Financial services software house, Calastone, recently released their Global Investor Behaviours and Attitudes White Paper. It is the culmination of a survey...

Analysis

The Inside Adviser

Pfizer's Coronavirus vaccine - a closer look

A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per...

Analysis

Contributor

Impact investment in demand, but short supply

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020;...

Analysis

Contributor

PineBridge sees opportunity in ESG

While investing following strong and integrated ESG principles does not readily spring to mind when considering China there is more action going on across the...

Analysis

Greg Bright

Vaccine ready - are we there yet?

This is an edited version of the full article, which is available here. The article pre-dated the US Election. Executive summary Societies and governments...

Analysis

Contributor