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Analysis

Graeme Brant

09 June 2020 • By Graeme Brant • 1 min read

How financial institutions could connect with customers in crisis

As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about the...

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Graeme Brant

The virus isn’t the main event

While much of the market has been focused on the short-term impacts of COVID-19 on the economy and share prices, attention is now turning to some of t...

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Graeme Brant

Payments have moved online for good

There are stark differences between the current downturn and the 2008 global recession. But the resilience of the payments industry has been tested by...

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Graeme Brant

Is value making a comeback?

After years of being out of favour, the recent market sell-off is providing strong opportunities for active value investors. Over the past five yea...

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Graeme Brant

Emerging from the depths

Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies, it is doubly so. ...

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Graeme Brant

Data privacy during COVID-19: Investors need to look for ‘trust’ factors

Embracing new approaches to communications during the COVID-19 pandemic and beyond should not come at the expense of protecting individuals’ right t...

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Graeme Brant

Time to rethink conventional government bond investments

It is widely assumed that government bonds are inherently “safe” investments that provide defensive risk diversification benefits in multi-asset i...

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Graeme Brant

Even a dead cat bounces

It might be time to consider an investment strategy that factors in another downturn before a strong recovery phase. The economic shock brought on ...

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Graeme Brant

COVID-19’s silver lining for US industrial real estate

An accelerating e-commerce trend and a rethink of supply chain practices augur well for US industrial property over the long-term. Eager to climb a...

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Graeme Brant

COVID-19: Breaking down barriers

It is the crisis‑propelled acceleration in behavioural change and the associated adoption of supportive technologies that are most captivating. ...

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