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Analysis

Irene Goh

23 June 2020 • By Lachlan Maddock • 1 min read

Flexibility needed to counter COVID-19 impact

Three courses of action for investors to navigate portfolios through the second half of 2020. As the coronavirus pandemic drives the global economy...

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Irene Goh

Message to responsible investors: Stay active 

It is imperative that asset managers making ESG principles a core investment strategy don’t “set and forget” after taking an investment position...

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Irene Goh

Making the most of data – why it’s do or die for Australia’s financial services sector

Getting on top of data management and storage requirements remains a challenge for the country’s rapidly digitising banking and insurance industry. ...

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Irene Goh

The coronavirus pandemic highlights the diversity in real assets

The Great Lockdown recession brought on by the coronavirus pandemic is unique in many ways. While the global gross domestic product is expected to ...

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Irene Goh

China: A digital future 

Twenty years ago the SARS virus was the first epidemic of the 21st century. In the middle of that outbreak online retail in China boomed, and it hasn...

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Irene Goh

Dr Jekyll and Mr Hyde

When economies around the world perform well it’s relatively easy for companies to look after the interests of stakeholders, as has been the case in...

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Irene Goh

Long-term opportunities in Asia remain firmly in place

As lockdown restrictions across Australia start to ease, there remain crucial questions about the possibility of a second wave of infection, what shap...

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Irene Goh

The (long-term) case for Japanese equities

I’ve previously made the case for HJPN being a great cyclical exposure, given its exporter tilt, leverage to the global business cycle and currency ...

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Irene Goh

Bitcoin in the times of COVID-19 – will we see a new reserve?

When bitcoin started in 2009, it was touted as the currency of the future, where in a decade no one would be using traditional fiat currencies like th...

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Irene Goh

Artificial intelligence still sounds scary: Why?

Understanding what it isn’t is just as important as understanding what it is. I’ve been working in the financial services space for close to 3...

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