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Analysis

John Streur

10 September 2019 • By John Streur • 1 min read

Can Walmart change the status quo of the US on guns?

That is the last line of Walmart CEO Doug McMillon's 3 September message to Walmart employees announcing changes to its policies on gun and ammunition...

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John Streur

Do you know how your crypto token is regulated?

The rise of cryptocurrency has created new challenges for everyone from crypto token designers through to brokers and custodial service providers. The...

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John Streur

Negative bond yields – what’s the end game?

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with th...

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John Streur

Investors ignore midcaps at their peril

In the last year, share markets have swung up and down, and many investors are rightfully nervous, some preferring the security of large-capitalisatio...

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John Streur

Boris Johnson’s poker playing puts the UK economy at stake

Boris Johnson’s Brexit strategy is nothing more than a high-risk gamble for the UK economy, warns Nigel Green, chief executive of deVere Group. T...

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John Streur

Opportunities in forgotten quality

We focus on buying quality companies at attractive valuations. Clearly others in the market like these types of businesses too. We try to find these b...

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John Streur

Tangible value in a world of intangibles

Intangible assets are taking up a larger share of corporate balance sheets as economies transition away from asset-heavy manufacturing bases to knowle...

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John Streur

Opportunity persists in EM debt despite recent volatility

Emerging markets debt (EM debt) has hit a bit of a speed bump recently, as investors have reacted to concerns over trade wars, global growth and the s...

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John Streur

Flexibility is about more than doing the splits

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so far, the finance industry must con...

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John Streur

What to do about negative bond yields?

Negative yield nominal bonds have received a lot of press lately, with trillions of dollars of these bonds outstanding. Why has this happened, what do...

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