Powered by MOMENTUM MEDIA
investor daily logo

Analysis

Brent Loeskow

25 August 2020 • By Brent Loeskow • 1 min read

Is it time to add water to your portfolio?

Australia is the world’s driest inhabited continent and a region where agricultural production isn’t limited by the suitable fertile land, but ins...

READ MORE
Brent Loeskow

The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to se...

READ MORE
Brent Loeskow

Reasons why the outlook for the US dollar is weak

So far, 2020 has been a volatile year for financial markets, and the currency markets have been no exception. The US dollar advanced nearly 9 per c...

READ MORE
Brent Loeskow

Pandemic a case study in sequencing risk for retirees

One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in financial market...

READ MORE
Brent Loeskow

The once-in-a-decade infrastructure opportunity

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the ...

READ MORE
Brent Loeskow

Are we entering the next commodities supercycle?

There have been six commodity peaks in the past 227 years, with the most recent peak in June 2008. Analysis shows that the current supercycle is follo...

READ MORE
Brent Loeskow

Large caps outperform small caps over long-term

An analysis of the performance of factors in the Australian share market reveals some very valuable insights for equity investors. One of the most int...

READ MORE
Brent Loeskow

Finding opportunities in the crisis

While COVID-19 continues to cause a great deal of uncertainty, it is important to look for opportunities that allow investors to participate in growth...

READ MORE
Brent Loeskow

Serial acquirers: A dangerous addiction or underappreciated compounders?

Contrary to the belief that most acquisitions destroy shareholder value, there is an underappreciated niche of companies that make many acquisitions a...

READ MORE
Brent Loeskow

Listed infrastructure providing consistency in volatile times

Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class�...

READ MORE