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Analysis

Ed Collinge

20 October 2020 • By Ed Collinge • 1 min read

Carbon footprint to hit insurers’ bottom line

Climate change could have profound implications for property and casualty insurance companies in particular due to the claims expected to result from ...

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Ed Collinge

Beware of letting fear guide investment decisions

The course of COVID-19 remains the single most important determinant of the kind of economic recovery the world experiences. As part of our regular qu...

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Ed Collinge

Digging deep for income

As markets fixate on the US election, the fiscal and geopolitical uncertainties continue to mount, along with the potential for rising corporate insol...

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Ed Collinge

Not enough attention paid to the impact of COVID on our people

One of the greatest underrated impacts of COVID-19 on our wealth and funds management industry is the effect it is having on our people. It has bec...

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Ed Collinge

A momentum crash could be coming

Weakness in markets during September, particularly technology-related companies both onshore and off, should tell us something is changing at the econ...

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Ed Collinge

Looking beyond richly priced market darlings

The impact of COVID-19 will take a social and financial toll on global jurisdictions for some time yet, but it’s the result of November’s US elect...

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Ed Collinge

A strong recovery, many challenges ahead

While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over. The first stage of the US econo...

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Ed Collinge

Giving credit to EM banks

Solid fundamentals and positive interest rates will support emerging market bank profitability, but with a diverse outlook for asset quality in this k...

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Ed Collinge

The inflation wolf at the door?

For those of us whose formative years encompassed the 70s, the spectre of inflation (or stagflation) always looms large. Indeed, a number of us could ...

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Ed Collinge

East coast infrastructure – still the worst boom ever?

One year ago, we published an article titled “East coast infrastructure – worst boom ever?”, which highlighted that despite the significant hype...

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