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Analysis

Victor Zhang

03 August 2021 • By Victor Zhang • 1 min read

Order restored but inflationary pressure persists

While some countries continue to grapple with the enormity of COVID-19 outbreaks, the global roll-out of the vaccine has occurred at a far quicker rat...

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Victor Zhang

Will Australia follow the European sustainable investment boom?

In the first quarter of 2021, €120 billion flowed into sustainable funds in Europe. By comparison, Australia’s entire sustainable investment univ...

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Victor Zhang

Shareholders’ ‘say on climate’ the right path forward

New proposals in Europe, Canada and the US that allow shareholders to cast votes on climate policies look set to revolutionise the way corporates – ...

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Victor Zhang

Emerging markets’ post-pandemic fiscal adjustment: The expenditure side

While economies around the globe are now recovering from the worst of the pandemic, all are currently in a weaker fiscal position and have much bigge...

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Victor Zhang

From farm to fork – key challenges for global food systems

When asked to consider the factors driving the climate crisis, most people wouldn’t immediately think of agriculture. This is regrettable for two r...

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Victor Zhang

This time it is not different

Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so...

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Victor Zhang

US treasuries and the coming bond market sell-off – be warned

After peaking at 1.78 per cent at the end of March this year, US 10-year Treasury yields have declined, despite a larger-than-forecasted acceleration ...

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Victor Zhang

A wake-up call for the energy sector? The IEA’s path to net zero

The energy industry lies at the centre of any attempt to deliver on the goals of the Paris Agreement on climate change. Huge changes in production an...

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Victor Zhang

The foundation of a balanced portfolio may be shifting – here’s what to look for

For as long as most investors can remember, bonds have been an important ingredient in a diversified portfolio, reliably hedging riskier assets: when...

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Victor Zhang

Majority of ASX 300 not ready for inflationary headwinds and ripe for disruption

Australian listed companies are under far greater pressure and scrutiny than ever before. With bond yields on the rise, local share market investors a...

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