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Analysis

Jonathan Armitage

21 July 2020 • By Jonathan Armitage • 1 min read

‘Interesting times’ highlight need for flexibility

The supposed ancient Chinese expression, “May you live in interesting times,” certainly describes the period we’re living in. We had the “c...

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Jonathan Armitage

Airports: Buy, hold, or sell?

With lockdowns across the globe slowly lifting and signs that global economies are emerging from hibernation, is now the time to invest in airports? ...

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Jonathan Armitage

Turbulent times make it more important for CEOs to take responsibility for the numbers

Accurate and timely financial reporting is ultimately the responsibility of those at the top – and never more so than when conditions are uncertain....

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Jonathan Armitage

Thinking outside the ESG box, not just ticking it

Justifiably, how companies are behaving during the pandemic and their ESG credentials are under even greater scrutiny. But this is not a new “fad...

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Jonathan Armitage

Gamblers, day traders, and smart investors

The ongoing volatility in sharemarkets has attracted plenty of first-time investors and wannabe day traders looking to cash in on wild swings in equit...

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Jonathan Armitage

Facebook is not an ESG investment

The risks are mounting for investors in social network giant Facebook as some of the world’s biggest and most influential companies boycott advertis...

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Jonathan Armitage

Three lessons

I’ve been investing professionally since the 1980s, and the current environment is certainly distinctive in a number of ways. A pandemic like we ...

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Jonathan Armitage

Why do we need shareholder class actions?

The Treasurer, Josh Frydenberg, is contemplating permanently extending the “temporary regulatory shields” provided to businesses in a bid to cut r...

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Jonathan Armitage

‘This time it’s different’: How the coronavirus crisis differs from other global slowdowns

Mark Twain supposedly said: “History doesn’t repeat, but rather it rhymes.” But while there’s no evidence whether the respected writer did or...

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Jonathan Armitage

Value forecast to outperform in Australia and the US

Value investing has underperformed compared to growth investing in the US since 2007. In the next five years, however, value investing is set to outp...

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