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Analysis

Geir Lode

23 November 2021 • By Geir Lode • 1 min read

Could the bull market that started in 2009 be coming to an end?

Global equity markets have continued to break new ground this year, but could the bull market that started in 2009 be coming to an end? Equity valuati...

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Geir Lode

The challenge for asset managers in the climate crisis

For all the wrangling over targets and commitments at COP26 in Glasgow this month, one thing is clear: the transition to a net-zero economy will requi...

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Geir Lode

Slow and steady wins the race – green infrastructure and green energy

The growth outlook for renewable energy is incredible and was even before COP26 and the hope that, after so much wasted time, more ambitious global ef...

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Geir Lode

Investing’s constant battle against temptation

When markets are booming, there is an opportunity cost to holding high-quality stocks, but disciplined, long-term investors have nothing to fear. O...

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Geir Lode

Market begins to buy the Fed’s narrative

On balance, the Federal Reserve’s 3 November meeting was in line with what we expected. As widely anticipated, the Fed announced tapering of asset p...

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Geir Lode

Putting China in perspective

The opening of China’s domestic capital market provides both opportunities and challenges for global investors. Of late, regulatory shifts have esca...

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Geir Lode

Finding gems in emerging markets

Emerging markets have traditionally been considered to be higher in risk for investors, but the market is evolving and growing, and in the midst of th...

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Geir Lode

Recognising green economy investment opportunity

The transition to a carbon neutral and green economy is underway, but the pathway is also paved with traditional forms of energy. While this creates i...

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Geir Lode

Australians could pay the price for overexposure to trending assets

Inflation concerns, high valuations and even a potential energy crisis are among the numerous challenges that now threaten to bring over a decade of...

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Geir Lode

Why it pays to get your financials in order before you seek external investment

The COVID-19 pandemic has put paid to many things but companies seeking venture capital and going public are not among these. In fact, the reverse. Ou...

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