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Analysis

A strong recovery, many challenges ahead

13 October 2020 • By Sonal Desai • 1 min read

A strong recovery, many challenges ahead

While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over. The first stage of the US econo...

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A strong recovery, many challenges ahead

Giving credit to EM banks

Solid fundamentals and positive interest rates will support emerging market bank profitability, but with a diverse outlook for asset quality in this k...

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A strong recovery, many challenges ahead

The inflation wolf at the door?

For those of us whose formative years encompassed the 70s, the spectre of inflation (or stagflation) always looms large. Indeed, a number of us could ...

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A strong recovery, many challenges ahead

East coast infrastructure – still the worst boom ever?

One year ago, we published an article titled “East coast infrastructure – worst boom ever?”, which highlighted that despite the significant hype...

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A strong recovery, many challenges ahead

Opportunities beyond the beta in Australian fixed income

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical...

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A strong recovery, many challenges ahead

China bonds: Shelter from the storm

Some US$140 billion may flow into China’s onshore bond market after the index provider, FTSE Russell, adds debt issued by the Chinese government to ...

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A strong recovery, many challenges ahead

Fallen angel fortunes rise again

Fallen angels are on the rise. These assets – essentially investment-grade bonds downgraded to high yield – are attracting increasing attention fr...

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A strong recovery, many challenges ahead

The future of AI and why Aussie investors should keep watch

As artificial intelligence (AI) becomes the “future of everything”, savvy investors are heavily backing companies involved in this space. Micro...

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A strong recovery, many challenges ahead

A roller-coaster week for the banks

Will last week’s cocktail of news result in real changes, and what do investors need to be looking for from the banks? Last week was quite the ri...

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A strong recovery, many challenges ahead

The barbell effect of COVID-19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When...

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