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Analysis

Andrew Milligan OBE

05 May 2020 • By Andrew Milligan • 1 min read

Searching for income in the downturn

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors...

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Andrew Milligan OBE

A crisis like no other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no ...

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Andrew Milligan OBE

Gold in crisis?

Gold’s price is influenced by macro-economic factors, especially nominal interest rates, inflation expectations, and the US dollar. The surprisin...

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Andrew Milligan OBE

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. What attracts investors to infrastructure debt? Airports, toll r...

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Andrew Milligan OBE

Pandemic implications for ESG

The “social” aspect of ESG has often been overshadowed by “environment” and “governance” concerns, but the COVID-19 crisis has brought it ...

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Andrew Milligan OBE

Post-COVID-19 institutional investment opportunities set to open up in social and affordable housing as demand continues to soar

As the country prepares for the post-COVID-19 recovery stage, investment opportunities are springing up in lesser-known areas of the economy. From Med...

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Andrew Milligan OBE

How shall Europe hang?

The COVID-19 pandemic has sparked intense debate over the past few weeks from leaders across the European Union (EU) over, once again, how far to push...

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Andrew Milligan OBE

Multi-asset allocation views: Embedding diversification in portfolios

The impact of COVID-19 and policy measures taken by global authorities to contain it have erased the tentative signs of economic strength seen at the ...

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Andrew Milligan OBE

Tech can help Australia thrive after COVID-19

The outbreak of COVID-19 has caused unprecedented global disruption. For many people, this is the most difficult economic and social situation they ha...

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Andrew Milligan OBE

Identifying climate change risks in investment analysis

Many investors continue to struggle to effectively assess and incorporate climate change impacts into their company analysis. This is not without good...

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