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Analysis

Stephen Bruce

02 June 2020 • By Stephen Bruce • 1 min read

Is value making a comeback?

After years of being out of favour, the recent market sell-off is providing strong opportunities for active value investors. Over the past five yea...

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Stephen Bruce

Emerging from the depths

Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies, it is doubly so. ...

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Stephen Bruce

Data privacy during COVID-19: Investors need to look for ‘trust’ factors

Embracing new approaches to communications during the COVID-19 pandemic and beyond should not come at the expense of protecting individuals’ right t...

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Stephen Bruce

Time to rethink conventional government bond investments

It is widely assumed that government bonds are inherently “safe” investments that provide defensive risk diversification benefits in multi-asset i...

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Stephen Bruce

Even a dead cat bounces

It might be time to consider an investment strategy that factors in another downturn before a strong recovery phase. The economic shock brought on ...

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Stephen Bruce

COVID-19’s silver lining for US industrial real estate

An accelerating e-commerce trend and a rethink of supply chain practices augur well for US industrial property over the long-term. Eager to climb a...

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Stephen Bruce

COVID-19: Breaking down barriers

It is the crisis‑propelled acceleration in behavioural change and the associated adoption of supportive technologies that are most captivating. ...

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Stephen Bruce

The rise of the zombies

Post-global financial crisis the phrase “zombie companies” was coined. It referred to businesses that carried debt beyond their overall value. The...

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Stephen Bruce

Investing for a better future

The COVID-19 pandemic poses an existential threat to many companies. It therefore requires their boards and management to take decisive actions in the...

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Stephen Bruce

Australian banks hold up a mirror to fraudsters

Scammers accustomed to insider assistance may find it less available in future. Deception is a technique favoured by financial scammers and attacke...

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