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Analysis

Jonathan Armitage

17 November 2020 • By Jonathan Armitage • 1 min read

US election: A house divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a ...

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Jonathan Armitage

ESG integration is more than just principle

Environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. However, the conversation now needs to move beyond ...

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Jonathan Armitage

Green and clean: Why renewable energy stocks are soaring

The shift to renewable energy stocks has soared over the past few years, as established companies and smaller firms continue to invest in green initia...

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Jonathan Armitage

Responsible lending: Back to the future – an ESG perspective 

The planned overhaul of responsible lending laws is providing an opportunity for banks to take action on the social and governance issues highlighted ...

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Jonathan Armitage

Fixed income in the year ahead

The 2021 outlook for fixed interest markets remains as clouded as it has ever been. It is hard to see an environment in 2021 where both low growth, an...

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Jonathan Armitage

Enter the golden age of credit (yes, really)

During the depths of the March market meltdown, and as global central banks and fiscal authorities aggressively entered the fray, we saw the dawn of �...

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Jonathan Armitage

Why the four-bucket method could be the Holy Grail

Why Australians need to refocus on the end goal in the search for secure retirement income. According to legend, the Holy Grail was a magical cup i...

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Jonathan Armitage

Traditional balanced portfolios can benefit from alternatives

With quantitative easing and near-zero interest rates looking like they are here to stay for at least a while, and most global equity markets trading ...

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Jonathan Armitage

The underappreciated concentration risks of indices

Passive investors are being seduced into exposing their portfolios to unappreciated levels of concentration, while neglecting a range of undervalued e...

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Jonathan Armitage

Active risk management – taking the guesswork out of asset allocation

As concerns grow around low-fee passive investing, and active management is once again coming back into vogue for its expectation to navigate a world ...

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