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Analysis

Jim Parker

10 August 2021 • By Jim Parker • 1 min read

Why bonds are like ballast

When Australia ended the US’ 132-year run in the America’s Cup yacht race in 1983, the secret weapon was deep underwater. An 18-tonne winged keel ...

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Jim Parker

The reopening trade still has legs

Market nervousness around another global COVID-19 flare-up has brought into question the sustainability of the economic reopening trade, and rightly s...

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Jim Parker

Where are the investment opportunities as the global economy reopens?

As the vaccination programme is rolled out across the world, there is a growing expectation that the global economy will recover and normalise.  W...

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Jim Parker

Order restored but inflationary pressure persists

While some countries continue to grapple with the enormity of COVID-19 outbreaks, the global roll-out of the vaccine has occurred at a far quicker rat...

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Jim Parker

Will Australia follow the European sustainable investment boom?

In the first quarter of 2021, €120 billion flowed into sustainable funds in Europe. By comparison, Australia’s entire sustainable investment univ...

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Jim Parker

Shareholders’ ‘say on climate’ the right path forward

New proposals in Europe, Canada and the US that allow shareholders to cast votes on climate policies look set to revolutionise the way corporates – ...

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Jim Parker

Emerging markets’ post-pandemic fiscal adjustment: The expenditure side

While economies around the globe are now recovering from the worst of the pandemic, all are currently in a weaker fiscal position and have much bigge...

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Jim Parker

From farm to fork – key challenges for global food systems

When asked to consider the factors driving the climate crisis, most people wouldn’t immediately think of agriculture. This is regrettable for two r...

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Jim Parker

This time it is not different

Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so...

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Jim Parker

US treasuries and the coming bond market sell-off – be warned

After peaking at 1.78 per cent at the end of March this year, US 10-year Treasury yields have declined, despite a larger-than-forecasted acceleration ...

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