lawyers weekly logo
Advertisement

Analysis

Arian Neiron

14 April 2020 • By Arian Neiron • 1 min read

Gold’s recovery cycles point to outperformance

With investors having sold every sort of asset in March to raise cash, panic ruled over markets. But gold and gold stocks could outperform the overall...

READ MORE
Arian Neiron

Will this time be different?

In recent weeks, equity markets have suffered their steepest falls since 2008. This has prompted comparisons with the global financial crisis – the ...

READ MORE
Arian Neiron

Infrastructure investment has important role to play in global recovery

Infrastructure projects will likely have an important role to play in the future recovery from the current market and economic downturn, aided by the ...

READ MORE
Arian Neiron

Bringing the economy back from life support

What kind of recession will this be, and what kind of recovery will follow? It is happening: US jobless claims went from almost nothing to about 10...

READ MORE
Arian Neiron

The coronavirus is the catalyst that reveals the fragility of our financial system

The virus outbreak has set three major macro impulses in motion: a global demand shock, a global supply shock and an oil war that has forced prices to...

READ MORE
Arian Neiron

The most important ESG issue in the coronavirus crisis is our response

Will sustainable investing become more important? Or will it become less important? Are sustainable funds doing better than regular strategies? Will t...

READ MORE
Arian Neiron

COVID-19 impact on agriculture and farmland

Considered a safe haven investment, farmland has proven to be a reliable store of value in times of economic tumult – a source of attractive income ...

READ MORE
Arian Neiron

China shows surprising resilience, but will it last?

One of the more surprising aspects of the global stock market sell-off amid the COVID-19 pandemic has been the relative strength of Chinese equities. ...

READ MORE
Arian Neiron

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...

READ MORE
Arian Neiron

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...

READ MORE