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Analysis

Brishni Mukhopadhyay

01 June 2021 • By Brishni Mukhopadhyay • 1 min read

Assessing climate risk in fixed-income portfolios

Fixed-income investors play a key role as creditors in assessing material environmental, social and governance (ESG) risks and opportunities that may ...

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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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Brishni Mukhopadhyay

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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