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Analysis

Martin Davies

07 April 2020 • By Martin Davies • 1 min read

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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Martin Davies

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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Martin Davies

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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Martin Davies

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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Martin Davies

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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Martin Davies

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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Martin Davies

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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Martin Davies

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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Martin Davies

Infrastructure’s ESG credentials in the spotlight

While it is the “E” in ESG that currently attracts the most attention and publicity in investment circles, it is equally as important to focus on ...

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Martin Davies

Pessimists may miss the Up Market. Don’t become one.

With any public health pandemic, investors’ reactions can be based on fear and uncertainty. Fear may encourage people to isolate, helping reduce the...

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