07 April 2020 • By Steen Jakobsen • 1 min read
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...
READ MOREWill sustainable investing become more important? Or will it become less important? Are sustainable funds doing better than regular strategies? Will t...
READ MOREConsidered a safe haven investment, farmland has proven to be a reliable store of value in times of economic tumult – a source of attractive income ...
READ MOREOne 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. ...
READ MOREGlobal oil markets have reported historic levels of volatility in March 2020 – benchmark oil prices slid 60 per cent from January 2020 highs, driven...
READ MOREThe past three weeks have brought unprecedented turmoil and volatility to global equity markets. Investors are gripped with rapidly shrinking wealth c...
READ MOREThe coronavirus initial reaction may have been founded on optimistic assumptions around the effectiveness of containment measures in China. The con...
READ MOREThe unforeseen COVID-19 pandemic has left fixed income investors readjusting to significantly lower economic growth rates than they would have anticip...
READ MOREAs 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...
READ MOREOff-market share buybacks are a curious form of Australian corporate action – what rational investor deliberately elects to sell back shares at a pr...
READ MORE