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Analysis

Sam Twidale

24 March 2020 • By Sam Twidale • 1 min read

Investing during the COVID-19 crisis

Capturing the outstanding long-term opportunities will require staying calm and committed to your investment process. Certainly the impact on large...

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Sam Twidale

Bernie desire: Why a Sanders win spells bad news for US banks

As the US presidential election looms large against the backdrop of the coronavirus outbreak and dramatic falls in global markets, many are beginning ...

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Sam Twidale

Unconventional monetary policy in Australia: Not if, but when (part two)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

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Sam Twidale

Super funds need to get real about asset allocation

Australian superannuation funds are overexposed to equities and underinvested in sustainable, long-term income-generating assets that preserve capital...

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Sam Twidale

Don’t blame COVID-19

Cash flow quality was poor to begin with. Investor apprehension over the coronavirus outbreak peaked during the last week of February. As a result,...

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Sam Twidale

Markets are in panic mode

The violence of the oil shock has added a new urgency to the broad-based de-risking that is sweeping across global markets. In just over two weeks, in...

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Sam Twidale

The rise of the chief privacy officer

Ongoing reports of data breaches, along with the introduction of strict regulations have combined to put security and privacy high on priority lists w...

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Sam Twidale

Unconventional monetary policy in Australia: Not if, but when (part one)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

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Sam Twidale

Private markets in a new world

The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will...

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Sam Twidale

Four reasons to still consider an investment in gold

Gold has been on a strong run since the start of 2019, with the precious metal rising by 28 per cent in US dollar terms over this period. The gold pri...

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