Expert Opinion

New research finds asset owners largely satisfied with pandemic performance

|

The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results ...

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. ...

Contex Group