Paul Taylor

Australian equities update

Paul shares his views on recent volatility, current valuations and how debt is impacting consumer sentiment.

It's a dogs life

It's a dogs life

From pups to top performers to those best handled with care - we take a closer look at opportunities in China.

The right tool for the job

The right tool for the job

Downside protection tools can assist in mitigating certain portfolio risks. But before even considering the appropriate tool it is important to understand what risk is and how exactly risk mitigation and hedging differ.

From the desk of Amit Lodha: Mr Market's memo
Amit Lodha

From the desk of Amit Lodha: Mr Market's memo

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has a unique way of sending us mortality messages every so often.

Market correction: No real surprise
Tom Stevenson

Market correction: No real surprise

Having licked our wounds over the weekend, three questions arise: what caused the correction; has it run its course; and does it matter?

Investing for the long term - insulating against fads and fashions
Paul Taylor

Investing for the long term - insulating against fads and fashions

Aconex has experienced a rollercoaster ride on the ASX; from depression to excitement to depression and back again. But at the end of the day the stock has gone from an IPO price of $1.90 to a takeover bid of $7.80 in just over three years - a return of 410%.

Market update: Too far too fast
Tom Stevenson

Market update: Too far too fast

Tom Stevenson looks at the triggers of volatility, what’s actually occurred and the impact for investors.

Volatility: An investor survival guide

Volatility: An investor survival guide

10 key messages to help investors steer their portfolios through volatile times.

An overdue health check for global markets
James Batemen

An overdue health check for global markets

The events of the last few days have been the best indicator of the true health in markets for a long time but where do we go from here?

An uncomfortable balance
Alva Devoy

White paper: An uncomfortable balance

Alva Devoy, Managing Director looks at the fundamental, economic and behavioural drivers of bull markets and the possible implications for global equity investors.

In depth in eight minutes: end of the cycle explained
Richard Edgar

In depth in eight minutes: end of the cycle explained

How should investors prepare for the end of a cycle? This bull market has been running since March 2009 which is one of the longest in history. So what is the evidence for and against a looming correction? Richard Edgar explains how investors should behave before, during and after a correction. 

Tools for your clients: Outlook 2018
Tom Stevenson

Tools for your clients: Outlook 2018

2017 was a good year for equity investors. It is hard to overstate the importance of diversification in an investment portfolio. We take a closer look at the themes, asset classes and regions and how they may impact investors in 2018.

China's tricky tightrope

China's tricky tightrope

Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down? Keen to avoid a financial meltdown, China’s authorities have brought an end to credit growth, reducing the risk of a crisis but creating a drag on global growth. And if there were another global crisis, China would not intervene again to cushion the blow.

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