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Analysis

Yo Takatsuki

27 October 2020 • By Yo Takatsuki • 1 min read

Sustained shift needed to meet climate goals post-COVID-19

With Australia’s greenhouse gas emissions at their lowest levels since 1998, as a result of COVID-19 restrictions, there is a clear opportunity for ...

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Yo Takatsuki

No time for daring investment calls as election looms

The US presidential election to take place on Tuesday, 3 November is shaping up to be one of the most contentious and consequential in modern history,...

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Yo Takatsuki

Keeping an eye on the long-term prize

This month’s Australian federal budget took place against the most difficult economic backdrop in more than a generation.  Australia experienced...

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Yo Takatsuki

Global markets at a crossroads leading up to US election

Uncertainty and market volatility tend to increase during the run-up to US presidential elections, but the 2020 campaign seems more divisive than usua...

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Yo Takatsuki

Carbon footprint to hit insurers’ bottom line

Climate change could have profound implications for property and casualty insurance companies in particular due to the claims expected to result from ...

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Yo Takatsuki

Beware of letting fear guide investment decisions

The course of COVID-19 remains the single most important determinant of the kind of economic recovery the world experiences. As part of our regular qu...

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Yo Takatsuki

Digging deep for income

As markets fixate on the US election, the fiscal and geopolitical uncertainties continue to mount, along with the potential for rising corporate insol...

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Yo Takatsuki

Not enough attention paid to the impact of COVID on our people

One of the greatest underrated impacts of COVID-19 on our wealth and funds management industry is the effect it is having on our people. It has bec...

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Yo Takatsuki

A momentum crash could be coming

Weakness in markets during September, particularly technology-related companies both onshore and off, should tell us something is changing at the econ...

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Yo Takatsuki

Looking beyond richly priced market darlings

The impact of COVID-19 will take a social and financial toll on global jurisdictions for some time yet, but it’s the result of November’s US elect...

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