Expert Opinion

Is China’s economic recovery sustainable?


China’s V-shaped economic recovery continued for a fourth consecutive month in June, led by strong domestic demand. And if the novel coronavirus remains under control, ...

Looking beyond the US for quality fundamentals at the right price


US equities have dominated their global peers over the past decade. As of 30 June, the S&P 500 had returned 14.5 per cent per annum ...

Higher tax rates expected in Biden administration


Former vice-president Joseph Biden will inherit an economy beleaguered by the battle against the coronavirus if he wins the election in November. The recession will ...

A fundamental problem with target-date funds


Target-date funds lead to defined contribution plan members taking more risk and becoming more diversified than they would be if left to their own devices. ...

Now is the time to fix capital accumulation plans   


The collapse in the equity markets has damaged capital accumulation plan retirement accounts. Governments need to level the playing field between defined benefit plans and ...

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