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Analysis

Pilar Gomez-Bravo

08 June 2021 • By Pilar Gomez-Bravo • 1 min read

Good yield hunting: Handle fixed income alpha strategies with care

Fixed income investors are currently navigating a highly uncertain environment featuring two competing market narratives. The first of these is a caut...

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Pilar Gomez-Bravo

The great lockdown reinforces the case for agricultural exposure

Historical evidence suggests that the performance of select agricultural sector assets is uncorrelated with traditional markets and at times has shown...

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Pilar Gomez-Bravo

Assessing climate risk in fixed-income portfolios

Fixed-income investors play a key role as creditors in assessing material environmental, social and governance (ESG) risks and opportunities that may ...

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Pilar Gomez-Bravo

Reasons to keep faith in China’s fundamentals

China’s forceful economic rebound bodes well for company earnings in 2021, incentivising active investors to refocus on fundamentals and seize on vo...

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Pilar Gomez-Bravo

Should you be worried about inflation?

Concerns around inflation and the associated impact on various asset classes have been rising over recent months as the global economy shifts from wor...

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Pilar Gomez-Bravo

Value’s death was premature and UK should prove to be ‘trade of the decade’

Last year, the world economy crashed into the most coordinated global recession of the post-war era. Since then, Australia’s remoteness and robust h...

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Pilar Gomez-Bravo

To improve diversity, asset managers should rip up the rule book on recruitment

For too long, the investment industry has relied on staid recruitment methods that maintain the status quo. By doing things differently, we can improv...

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Pilar Gomez-Bravo

Inflationary landscape leaves much to consider 

I first mentioned the topic of inflation in 2020 and I am aware that raising the subject of inflation, in the middle of a pandemic that crunched econo...

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Pilar Gomez-Bravo

The rise of bitcoin as an asset class:  Are we losing trust in money?

Bitcoin was essentially created by those who didn’t believe in the established monetary system, they wanted to create an environment where monetary ...

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Pilar Gomez-Bravo

Slavery: How to combat a modern problem

It is a commonly held view that the signing of the Emancipation Proclamation in the 19th century ended slavery, not only in the US, but globally. Sadl...

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