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Analysis

Peter Fitzgerald

04 August 2020 • By Peter Fitzgerald & Mark Robertson • 1 min read

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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Peter Fitzgerald

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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Peter Fitzgerald

Is silver poised to join big brother gold in a bull market?

Sitting between its precious metals siblings and its blue-collar industrial metals peers, silver has always had a bit of a split personality. It ha...

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Peter Fitzgerald

Be mindful of behavioural biases in volatile times

Global markets and economies around the world, by and large, are now relatively acclimatised to the extraordinary conditions that the COVID-19 pandemi...

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Peter Fitzgerald

Rio Tinto’s ESG report card is a colossal ‘fail’

Rio Tinto was praised for its attempts to embrace Indigenous land rights, and was rated the top mining company in Corporate Human Rights for two years...

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Peter Fitzgerald

Positioning for this environment

Needless to say, we are not out of the woods. COVID-19-induced turmoil has sent markets on a roller-coaster ride since February. The initial pace o...

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Peter Fitzgerald

‘Walking the walk’: Why more investors are attracted to co-investing

Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive t...

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Peter Fitzgerald

Fixed income returns – the increasing importance of credit structures

Heavily indebted governments, an increasingly indebted corporate sector, rising unemployment and growth in the number of corporate balance sheets need...

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Peter Fitzgerald

‘Interesting times’ highlight need for flexibility

The supposed ancient Chinese expression, “May you live in interesting times,” certainly describes the period we’re living in. We had the “c...

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Peter Fitzgerald

Airports: Buy, hold, or sell?

With lockdowns across the globe slowly lifting and signs that global economies are emerging from hibernation, is now the time to invest in airports? ...

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