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Analysis

Arian Neiron

12 May 2020 • By Arian Neiron • 1 min read

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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Arian Neiron

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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