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Analysis

Steen Jakobsen

07 April 2020 • By Steen Jakobsen • 1 min read

The coronavirus is the catalyst that reveals the fragility of our financial system

The virus outbreak has set three major macro impulses in motion: a global demand shock, a global supply shock and an oil war that has forced prices to...

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Steen Jakobsen

The most important ESG issue in the coronavirus crisis is our response

Will sustainable investing become more important? Or will it become less important? Are sustainable funds doing better than regular strategies? Will t...

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Steen Jakobsen

COVID-19 impact on agriculture and farmland

Considered a safe haven investment, farmland has proven to be a reliable store of value in times of economic tumult – a source of attractive income ...

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Steen Jakobsen

China shows surprising resilience, but will it last?

One of the more surprising aspects of the global stock market sell-off amid the COVID-19 pandemic has been the relative strength of Chinese equities. ...

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Steen Jakobsen

Previewing future oil supply structure: Saudi Arabia and Russia after ‘peak demand’

Global oil markets have reported historic levels of volatility in March 2020 – benchmark oil prices slid 60 per cent from January 2020 highs, driven...

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Steen Jakobsen

Market update: Impact of COVID-19

The past three weeks have brought unprecedented turmoil and volatility to global equity markets. Investors are gripped with rapidly shrinking wealth c...

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Steen Jakobsen

Investor implications of the COVID-19 outbreak

The coronavirus initial reaction may have been founded on optimistic assumptions around the effectiveness of containment measures in China. The con...

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Steen Jakobsen

Bond investors might look to Asia for shelter

The unforeseen COVID-19 pandemic has left fixed income investors readjusting to significantly lower economic growth rates than they would have anticip...

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Steen Jakobsen

Why we’ll keep delivering for our communities in the face of COVID-19

As Australia tries to keep pace with a rapidly changing business and social landscape in the wake of COVID-19, Momentum Media is leading the way deliv...

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Steen Jakobsen

Off-market share buybacks – mistreated, misunderstood in super fund equity performance

Off-market share buybacks are a curious form of Australian corporate action – what rational investor deliberately elects to sell back shares at a pr...

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