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Analysis

John Miller

31 March 2020 • By John Miller • 1 min read

Previewing future oil supply structure: Saudi Arabia and Russia after ‘peak demand’

Global oil markets have reported historic levels of volatility in March 2020 – benchmark oil prices slid 60 per cent from January 2020 highs, driven...

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John Miller

Market update: Impact of COVID-19

The past three weeks have brought unprecedented turmoil and volatility to global equity markets. Investors are gripped with rapidly shrinking wealth c...

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John Miller

Investor implications of the COVID-19 outbreak

The coronavirus initial reaction may have been founded on optimistic assumptions around the effectiveness of containment measures in China. The con...

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John Miller

Bond investors might look to Asia for shelter

The unforeseen COVID-19 pandemic has left fixed income investors readjusting to significantly lower economic growth rates than they would have anticip...

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John Miller

Why we’ll keep delivering for our communities in the face of COVID-19

As Australia tries to keep pace with a rapidly changing business and social landscape in the wake of COVID-19, Momentum Media is leading the way deliv...

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John Miller

Off-market share buybacks – mistreated, misunderstood in super fund equity performance

Off-market share buybacks are a curious form of Australian corporate action – what rational investor deliberately elects to sell back shares at a pr...

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John Miller

Infrastructure’s ESG credentials in the spotlight

While it is the “E” in ESG that currently attracts the most attention and publicity in investment circles, it is equally as important to focus on ...

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John Miller

Pessimists may miss the Up Market. Don’t become one.

With any public health pandemic, investors’ reactions can be based on fear and uncertainty. Fear may encourage people to isolate, helping reduce the...

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John Miller

Investing during the COVID-19 crisis

Capturing the outstanding long-term opportunities will require staying calm and committed to your investment process. Certainly the impact on large...

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John Miller

Bernie desire: Why a Sanders win spells bad news for US banks

As the US presidential election looms large against the backdrop of the coronavirus outbreak and dramatic falls in global markets, many are beginning ...

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