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Analysis

Rajiv Jain

12 May 2020 • By Rajiv Jain • 1 min read

Balance sheet strength shines through

There have been much time and ink devoted to comparing the current economic crisis with previous crises. While this may (or may not) provide some u...

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Rajiv Jain

The future of fixed income

With the Reserve Bank of Australia (RBA) cash rate at historic lows and dividends being cut, it is becoming increasingly difficult for investors to fi...

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Rajiv Jain

Emerging markets debt may rally post-crisis, while ‘safe’ bonds may suffer

Emerging markets winners and losers could surface in the bond market following the coronavirus pandemic, while longer duration government bonds from d...

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Rajiv Jain

Now let’s get those jobs back

COVID-19 has taken a toll on human lives as well as the global economy, with the latest US employment figures revealing a shocking number of job losse...

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Rajiv Jain

Searching for income in the downturn

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors...

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Rajiv Jain

A crisis like no other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no ...

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Rajiv Jain

Gold in crisis?

Gold’s price is influenced by macro-economic factors, especially nominal interest rates, inflation expectations, and the US dollar. The surprisin...

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Rajiv Jain

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. What attracts investors to infrastructure debt? Airports, toll r...

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Rajiv Jain

Pandemic implications for ESG

The “social” aspect of ESG has often been overshadowed by “environment” and “governance” concerns, but the COVID-19 crisis has brought it ...

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Rajiv Jain

Post-COVID-19 institutional investment opportunities set to open up in social and affordable housing as demand continues to soar

As the country prepares for the post-COVID-19 recovery stage, investment opportunities are springing up in lesser-known areas of the economy. From Med...

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