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Analysis

Jim Gasperoni

04 August 2020 • By Jim Gasperoni • 1 min read

An industry ripe for disruption

As the world begins to reopen following unprecedented periods of lockdown and quarantine, investors are analysing the potential trends and impacts fro...

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Jim Gasperoni

The case for investing in gold

There have been many studies regarding the potential institutional role for gold, often with contradictory conclusions. What we have found is that the...

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Jim Gasperoni

The case for value investing going forward

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been co...

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Jim Gasperoni

Multi-strategy investing and the COVID crash: Resilience and redemption?

The COVID-19 pandemic has brought many things into focus, reminding investors of the shock of a market crash. With bond and equity prices already back...

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Jim Gasperoni

Investors are being lulled into a false sense of security

EXCLUSIVE OP-ED Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility ...

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Jim Gasperoni

Is silver poised to join big brother gold in a bull market?

Sitting between its precious metals siblings and its blue-collar industrial metals peers, silver has always had a bit of a split personality. It ha...

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Jim Gasperoni

Be mindful of behavioural biases in volatile times

Global markets and economies around the world, by and large, are now relatively acclimatised to the extraordinary conditions that the COVID-19 pandemi...

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Jim Gasperoni

Rio Tinto’s ESG report card is a colossal ‘fail’

Rio Tinto was praised for its attempts to embrace Indigenous land rights, and was rated the top mining company in Corporate Human Rights for two years...

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Jim Gasperoni

Positioning for this environment

Needless to say, we are not out of the woods. COVID-19-induced turmoil has sent markets on a roller-coaster ride since February. The initial pace o...

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Jim Gasperoni

‘Walking the walk’: Why more investors are attracted to co-investing

Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive t...

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