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Analysis

Claudia Pirko

14 July 2020 • By Claudia Pirko • 1 min read

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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Claudia Pirko

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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Claudia Pirko

Gamblers, day traders, and smart investors

The ongoing volatility in sharemarkets has attracted plenty of first-time investors and wannabe day traders looking to cash in on wild swings in equit...

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Claudia Pirko

Facebook is not an ESG investment

The risks are mounting for investors in social network giant Facebook as some of the world’s biggest and most influential companies boycott advertis...

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Claudia Pirko

Three lessons

I’ve been investing professionally since the 1980s, and the current environment is certainly distinctive in a number of ways. A pandemic like we ...

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Claudia Pirko

Why do we need shareholder class actions?

The Treasurer, Josh Frydenberg, is contemplating permanently extending the “temporary regulatory shields” provided to businesses in a bid to cut r...

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Claudia Pirko

‘This time it’s different’: How the coronavirus crisis differs from other global slowdowns

Mark Twain supposedly said: “History doesn’t repeat, but rather it rhymes.” But while there’s no evidence whether the respected writer did or...

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Claudia Pirko

Value forecast to outperform in Australia and the US

Value investing has underperformed compared to growth investing in the US since 2007. In the next five years, however, value investing is set to outp...

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Claudia Pirko

The growth of Aussie tech stocks

Technology has not historically been a significant component of the Australian share market, but we are finally beginning to see expansion in the sect...

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Claudia Pirko

Growth, not value

When economic conditions are favourable, most businesses including the average ones are able to do well. However, in less robust conditions where over...

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