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Analysis

Keith Creveling

20 October 2020 • By Keith Creveling • 1 min read

Global markets at a crossroads leading up to US election

Uncertainty and market volatility tend to increase during the run-up to US presidential elections, but the 2020 campaign seems more divisive than usua...

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Keith Creveling

Carbon footprint to hit insurers’ bottom line

Climate change could have profound implications for property and casualty insurance companies in particular due to the claims expected to result from ...

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Keith Creveling

Beware of letting fear guide investment decisions

The course of COVID-19 remains the single most important determinant of the kind of economic recovery the world experiences. As part of our regular qu...

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Keith Creveling

Digging deep for income

As markets fixate on the US election, the fiscal and geopolitical uncertainties continue to mount, along with the potential for rising corporate insol...

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Keith Creveling

Not enough attention paid to the impact of COVID on our people

One of the greatest underrated impacts of COVID-19 on our wealth and funds management industry is the effect it is having on our people. It has bec...

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Keith Creveling

A momentum crash could be coming

Weakness in markets during September, particularly technology-related companies both onshore and off, should tell us something is changing at the econ...

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Keith Creveling

Looking beyond richly priced market darlings

The impact of COVID-19 will take a social and financial toll on global jurisdictions for some time yet, but it’s the result of November’s US elect...

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Keith Creveling

A strong recovery, many challenges ahead

While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over. The first stage of the US econo...

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Keith Creveling

Giving credit to EM banks

Solid fundamentals and positive interest rates will support emerging market bank profitability, but with a diverse outlook for asset quality in this k...

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Keith Creveling

The inflation wolf at the door?

For those of us whose formative years encompassed the 70s, the spectre of inflation (or stagflation) always looms large. Indeed, a number of us could ...

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