ARTICLES

As market leaders in our field, we are in a unique position to provide commentary and articles of interest in the markets we research.

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Peter Lee Associates – Net Confidence Index

Sentiment remains bearish… half the institutional investors and other senior executives interviewed in the third quarter of 2019 expect the economy to weaken furhter into the […]

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Peter Lee Associates’ Net Confidence Index is at the lowest level since the 4th quarter of 2012

Over 500 senior corporate executives and asset owners ​ expect the economy to weaken further, the Peter Lee Associates’ Net Confidence Index is at the lowest […]

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Business Confidence Remains Positive in H1 2018

Interviews with almost 600 senior corporate executives and asset owners (H1 2018) reveals business confidence remains strong – but the overall result masks a decline in […]

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FX Graph FI

FX: Non-banks make headway among smaller Aussie participants

Non-bank market makers in Australian FX are not taking away many big clients from banks, but they are taking meaningful market share in smaller clients. One […]

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Peter Lee Associates reports its first positive Net Confidence Index in 6 years

^ Proportion of respondents expecting the economy to grow minus those expecting the economy to slow. * Confidence Index data collected as of 20 October 2017. […]

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SpotTheDif FI

Spot the difference

At approximately the same time each year Peter Lee Associates undertakes its Debt Securities Investors and Australian Equity Investors research programs. Despite these clearly focusing on […]

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graph1FI

Confidence at a record high, with more optimists than pessimists in the Australian economy…

Net Confidence Index vs. GDP Growth Proportion of respondents expecting the economy to grow minus those expecting the economy to slow. Based on over 1300 interviews […]

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RiseofESGFI

The rise of ESG

It is a little more than 10 years since the Principles of Responsible Investment organisation was established with a Mission Statement reading – “We believe that […]

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barbariansatthegateFI

Barbarians at the Gate

Having conducted Peter Lee Associates research programs for more than 25 years, we have access to much historical data and commentary which enables us to observe […]

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Qmark FI

How much is good Investor Relations worth?

With most senior executives receiving a large part of their annual remuneration in the form of long term share based incentive schemes, it would seem only […]

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investorrelationsFI

So you want to work in Investor Relations?

Each year Peter Lee Associates speaks to Institutional Equity market participants in order to better understand how they view the service provided by their preferred stockbrokers. […]

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ipadFI

What can I do for you?

In 2016 the real estate industry found itself in the sweet spot – low and falling interest rates, a relatively weak Australian dollar, a lack of […]

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pencilsFI

Look after your clients…

Here at Peter Lee Associates we conduct research programs that focus on various asset classes — Equities, Fixed Income, Property, and Currencies — and across different […]

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KeeppunchingFI

Keep on punching…

We wrote recently that institutions are no longer paying as much for broker research. But, as the 2016 Peter Lee Australian Equity investors research shows, as […]

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thatsawrapFI

So that’s a wrap

As we begin the rundown to Christmas and 2017 it’s perhaps appropriate to reflect on the past 12 months. A year which, in global terms, saw […]

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OurResearchShowsFI

Our research shows…

It used to be that to do Institutional stockbroking well it was imperative you had a quality research product, good salespeople and a team of top […]

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AgedoesmatterFI

Perhaps age does matter

One of the areas Peter Lee Associates explores as part of our Real Estate Services research program, is the basis on which investors award a mandate […]

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biggerseemstobebetter FI

Bigger seems to be better – again

At Peter Lee Associates we have been conducting research programs for almost 30 years. Over that period we have witnessed first hand the impact of internationalisation […]

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Boutiqueseatingpie FI

Boutiques are eating into the pie

One of the findings from this year’s Peter Lee Associates Corporate Advisory research program is how few of the leading Investment Banks seem to understand the […]

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It's Not just Ideas that matter FI

It’s not just ideas that matter

A finding from this year’s Peter Lee Associates Corporate Advisory research program is that, whilst idea generation and working hard at being proactive on behalf of […]

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