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Analysis

Erik Weisman

28 April 2020 • By Erik Weisman & Rob Almeida • 1 min read

How shall Europe hang?

The COVID-19 pandemic has sparked intense debate over the past few weeks from leaders across the European Union (EU) over, once again, how far to push...

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Erik Weisman

Multi-asset allocation views: Embedding diversification in portfolios

The impact of COVID-19 and policy measures taken by global authorities to contain it have erased the tentative signs of economic strength seen at the ...

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Erik Weisman

Tech can help Australia thrive after COVID-19

The outbreak of COVID-19 has caused unprecedented global disruption. For many people, this is the most difficult economic and social situation they ha...

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Erik Weisman

Identifying climate change risks in investment analysis

Many investors continue to struggle to effectively assess and incorporate climate change impacts into their company analysis. This is not without good...

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Erik Weisman

Improving contact centre performance during times of peak demand

As feelings of virus-related uncertainty wash through the community, many people are wondering what their financial situation will look like in the co...

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Erik Weisman

Is it possible to sell well?

With $9 trillion in S&P 500 losses in March, a 34 per cent decline from February highs, many investors may be calling “sell”, but few may be a...

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Erik Weisman

Gold’s recovery cycles point to outperformance

With investors having sold every sort of asset in March to raise cash, panic ruled over markets. But gold and gold stocks could outperform the overall...

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Erik Weisman

Will this time be different?

In recent weeks, equity markets have suffered their steepest falls since 2008. This has prompted comparisons with the global financial crisis – the ...

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Erik Weisman

Infrastructure investment has important role to play in global recovery

Infrastructure projects will likely have an important role to play in the future recovery from the current market and economic downturn, aided by the ...

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Erik Weisman

Bringing the economy back from life support

What kind of recession will this be, and what kind of recovery will follow? It is happening: US jobless claims went from almost nothing to about 10...

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