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Analysis

Matt Reynolds

20 April 2021 • By Matt Reynolds • 1 min read

Investor interest in emerging markets accelerates post-pandemic

For those of us who can remember the 1970s, the energy crisis of that decade was a global economic and political super shock. It triggered a major glo...

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Matt Reynolds

Stewardship during a crisis: Lessons from the pandemic

At the start of 2020, few of us could have envisaged the dramatic changes to our daily lives wreaked by the COVID-19 pandemic. As governments scram...

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Matt Reynolds

Why Bill Gates and Richard Branson see opportunity in SPACs

Special purpose acquisition companies (SPACs) or “blank cheque companies” have become the ultimate hype beast of Wall Street and can be likened to...

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Matt Reynolds

Small-cap benefits outweigh risks

With small caps (as shown by the MSCI World Small Cap index) outperforming the broader equity market (represented by MSCI World) over the long-term, i...

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Matt Reynolds

The private equity alternative

In an environment of low-interest rates and elevated valuations, investors are looking for alternative ways to generate much-needed returns and to ade...

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Matt Reynolds

Inflation, rising rates and their impact on infrastructure

Following on from the COVID-19 pandemic in 2020, central banks and governments have aggressively stimulated their economies. The likely result of this...

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Matt Reynolds

Inflation? The question we should be asking ourselves is what will the policy response be?

In previous columns, I highlighted our outlook for 2021 was based predominantly around the “good recovery” scenario that sees economies reopening...

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Matt Reynolds

Echoes of debt crises past

While 2020 had many characteristics unique to those living through it, like all human experience, we can find many echoes from the past. In those echo...

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Matt Reynolds

The rise of responsible fixed-income investing 

2020 was a pivotal year for responsible investing, especially in fixed income. For more than three decades, Calvert has viewed responsible investin...

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Matt Reynolds

Housing affordability in Australia 

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pan...

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