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Analysis

Kris Walesby

28 July 2020 • By Kris Walesby • 1 min read

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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Kris Walesby

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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Kris Walesby

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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Kris Walesby

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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Kris Walesby

‘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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Kris Walesby

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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Kris Walesby

‘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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Kris Walesby

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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Kris Walesby

Turbulent times make it more important for CEOs to take responsibility for the numbers

Accurate and timely financial reporting is ultimately the responsibility of those at the top – and never more so than when conditions are uncertain....

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Kris Walesby

Thinking outside the ESG box, not just ticking it

Justifiably, how companies are behaving during the pandemic and their ESG credentials are under even greater scrutiny. But this is not a new “fad...

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