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Analysis

Jim Cook

19 May 2020 • By Jim Cook • 1 min read

Australian banks hold up a mirror to fraudsters

Scammers accustomed to insider assistance may find it less available in future. Deception is a technique favoured by financial scammers and attacke...

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Jim Cook

Balance sheet strength shines through

There have been much time and ink devoted to comparing the current economic crisis with previous crises. While this may (or may not) provide some u...

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Jim Cook

The future of fixed income

With the Reserve Bank of Australia (RBA) cash rate at historic lows and dividends being cut, it is becoming increasingly difficult for investors to fi...

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Jim Cook

Emerging markets debt may rally post-crisis, while ‘safe’ bonds may suffer

Emerging markets winners and losers could surface in the bond market following the coronavirus pandemic, while longer duration government bonds from d...

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Jim Cook

Now let’s get those jobs back

COVID-19 has taken a toll on human lives as well as the global economy, with the latest US employment figures revealing a shocking number of job losse...

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Jim Cook

Searching for income in the downturn

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors...

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Jim Cook

A crisis like no other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no ...

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Jim Cook

Gold in crisis?

Gold’s price is influenced by macro-economic factors, especially nominal interest rates, inflation expectations, and the US dollar. The surprisin...

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Jim Cook

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. What attracts investors to infrastructure debt? Airports, toll r...

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Jim Cook

Pandemic implications for ESG

The “social” aspect of ESG has often been overshadowed by “environment” and “governance” concerns, but the COVID-19 crisis has brought it ...

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