All articles by Christopher O’Dea – Page 3
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Features
Equity Earnings: Burning the furniture
Many companies with strong balance sheets are using that position to bolster weak income statements
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Features
High-Yield Bonds: Uncharted waters
Is the sell-off in high-yield bonds an indicator of broader weakness, or an opportunity for contrarians to pick up yield?
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Special Report
US Outlook: Walking a tightrope
The Fed is trying to pull off a record-setting high-wire act – without a safety net, writes Christopher O’Dea
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Features
Millennials: Cafe culture comes to Wall Street
Millennials are already changing the face of business and lifestyle. Christopher O’Dea looks at how this new-technology era is affecting economies and investment
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Features
US Illiquid Credit: Bankers by default
Structural changes in banking, regulation and low interest rates are transforming the illiquid loans market
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Asset Class Reports
Mexican peso: No good deed goes unpunished
The Mexican peso has suffered as investors have sold the formerly favoured currency following concerns about China and the global community slump
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Features
Defined Contribution: Going the distance
In Australia and the US, best practice in the DC sector is to ensure participants have sufficient income throughout retirement, writes Christopher O’Dea
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NewsCalPERS to transform ESG to 'data-driven mainstay' of investment
Pension fund to force all managers receiving capital to implement ESG principles into investment processes
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NewsHedge funds hope to salvage Greek gains despite turmoil
Many hedge funds have bet Greek politicians, EU technocrats will avoid Grexit
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Asset Class Reports
US Equities: Time to go?
Leaving the US equity party early may mean foregoing big gains, according to Christopher O’Dea
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Interviews
Strategically speaking: Oaktree Capital Management
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management, known in the investment community for memos to clients which detail distressed debt, credit and other investment strategies, insights into the economy, as well as for his distinctive investment philosophy
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Special Report
CalPERS: A matter of belief
CalPERS, the giant Californian state pension fund, recently evaluated an investment beliefs framework it introduced in 2013
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NewsAmerican exceptionalism: CalPERS gets tough on managers
Christopher O’Dea explores whether CalPERS’s decision to sack half of its fund managers illustrates a broader trend in the institutional market
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Special Report
Risk parity: Variations on a theme
Risk parity investing can be modified to work better in the current difficult environment
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Special Report
Risk parity cost: The price of protection
How much should a risk parity strategy cost?
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Asset Class ReportsBuybacks briefing: Eating their own cooking
In the past few years, companies from many sectors have found a single new favourite investment – their own stock
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Special Report
The Internet of Things
The technology mega trends of ‘Big Data’, robots and drones, sensors, wireless communications and machine intelligence all come together in the industrial theme that is the ‘Internet of Things’
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Special Report
Technology: Biotech
Biotech firms are reaching tipping points in science, business models and sales that should consolidate their position as the leading sub-sector in healthcare
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Special Report
Credit: Corporate Activity & Debt Supply
The market has been suffering a shortage of loan supply, and even a pick-up in M&A and LBO activity might not be enough to reverse it
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Special Report
Investors warm up to bank contingent convertible bonds
Investors have grown in confidence with bank contingent convertible bonds as their confidence in bank stability has risen
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