Powered by MOMENTUM MEDIA
investor daily logo

Analysis

Ram Thirukkonda

31 March 2020 • By Ram Thirukkonda, Clifton Hill & Charles Johnson • 1 min read

Investor implications of the COVID-19 outbreak

The coronavirus initial reaction may have been founded on optimistic assumptions around the effectiveness of containment measures in China. The con...

READ MORE
Ram Thirukkonda

Bond investors might look to Asia for shelter

The unforeseen COVID-19 pandemic has left fixed income investors readjusting to significantly lower economic growth rates than they would have anticip...

READ MORE
Ram Thirukkonda

Why we’ll keep delivering for our communities in the face of COVID-19

As Australia tries to keep pace with a rapidly changing business and social landscape in the wake of COVID-19, Momentum Media is leading the way deliv...

READ MORE
Ram Thirukkonda

Off-market share buybacks – mistreated, misunderstood in super fund equity performance

Off-market share buybacks are a curious form of Australian corporate action – what rational investor deliberately elects to sell back shares at a pr...

READ MORE
Ram Thirukkonda

Infrastructure’s ESG credentials in the spotlight

While it is the “E” in ESG that currently attracts the most attention and publicity in investment circles, it is equally as important to focus on ...

READ MORE
Ram Thirukkonda

Pessimists may miss the Up Market. Don’t become one.

With any public health pandemic, investors’ reactions can be based on fear and uncertainty. Fear may encourage people to isolate, helping reduce the...

READ MORE
Ram Thirukkonda

Investing during the COVID-19 crisis

Capturing the outstanding long-term opportunities will require staying calm and committed to your investment process. Certainly the impact on large...

READ MORE
Ram Thirukkonda

Bernie desire: Why a Sanders win spells bad news for US banks

As the US presidential election looms large against the backdrop of the coronavirus outbreak and dramatic falls in global markets, many are beginning ...

READ MORE
Ram Thirukkonda

Unconventional monetary policy in Australia: Not if, but when (part two)

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP...

READ MORE
Ram Thirukkonda

Super funds need to get real about asset allocation

Australian superannuation funds are overexposed to equities and underinvested in sustainable, long-term income-generating assets that preserve capital...

READ MORE