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Analysis

Nicholas Yeo

01 June 2021 • By Nicholas Yeo • 1 min read

Reasons to keep faith in China’s fundamentals

China’s forceful economic rebound bodes well for company earnings in 2021, incentivising active investors to refocus on fundamentals and seize on vo...

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Nicholas Yeo

Should you be worried about inflation?

Concerns around inflation and the associated impact on various asset classes have been rising over recent months as the global economy shifts from wor...

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Nicholas Yeo

Value’s death was premature and UK should prove to be ‘trade of the decade’

Last year, the world economy crashed into the most coordinated global recession of the post-war era. Since then, Australia’s remoteness and robust h...

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Nicholas Yeo

To improve diversity, asset managers should rip up the rule book on recruitment

For too long, the investment industry has relied on staid recruitment methods that maintain the status quo. By doing things differently, we can improv...

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Nicholas Yeo

Inflationary landscape leaves much to consider 

I first mentioned the topic of inflation in 2020 and I am aware that raising the subject of inflation, in the middle of a pandemic that crunched econo...

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Nicholas Yeo

The rise of bitcoin as an asset class:  Are we losing trust in money?

Bitcoin was essentially created by those who didn’t believe in the established monetary system, they wanted to create an environment where monetary ...

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Nicholas Yeo

Slavery: How to combat a modern problem

It is a commonly held view that the signing of the Emancipation Proclamation in the 19th century ended slavery, not only in the US, but globally. Sadl...

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Nicholas Yeo

On the dismal science of currency forecasting

Economics is often referred to as the “dismal science” – a term coined by the British Victorian historian, Thomas Carlyle in 1849.  In a mor...

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Nicholas Yeo

Grabbing inflation by the tail

Investors concerned about renewed inflation are reminded of the Great Inflation period that began in the late 1960s when demand-led inflation picked u...

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Nicholas Yeo

Keeping the pandas, kittens and spiders out of the financial services industry: A hot target for cyber criminals and nation-states in 2021

Even before the global pandemic, financial services companies were subject to unparalleled levels of cyber threat. The World Economic Forum’s Global...

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