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Analysis

Jay Kumar

18 August 2020 • By Jay Kumar • 1 min read

Large caps outperform small caps over long-term

An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most int...

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Jay Kumar

Finding opportunities in the crisis

While COVID-19 continues to cause a great deal of uncertainty, it is important to look for opportunities that allow investors to participate in growth...

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Jay Kumar

Serial acquirers: A dangerous addiction or underappreciated compounders?

Contrary to the belief that most acquisitions destroy shareholder value, there is an underappreciated niche of companies that make many acquisitions a...

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Jay Kumar

Listed infrastructure providing consistency in volatile times

Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class�...

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Jay Kumar

Invest like the high-net-worth to pandemic-proof your portfolio

The impact of COVID has undeniably demanded attention, as it has kickstarted a new economic cycle and heralded in a bear market and global recession. ...

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Jay Kumar

An industry ripe for disruption

As the world begins to reopen following unprecedented periods of lockdown and quarantine, investors are analysing the potential trends and impacts fro...

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Jay Kumar

The case for investing in gold

There have been many studies regarding the potential institutional role for gold, often with contradictory conclusions. What we have found is that the...

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Jay Kumar

The case for value investing going forward

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been co...

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Jay Kumar

Multi-strategy investing and the COVID crash: Resilience and redemption?

The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back...

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Jay Kumar

Investors are being lulled into a false sense of security

EXCLUSIVE OP-ED Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility ...

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