02 June 2020 • By Kristiaan Rehder • 1 min read
While much of the market has been focused on the short-term impacts of COVID-19 on the economy and share prices, attention is now turning to some of t...
READ MORE There are stark differences between the current downturn and the 2008 global recession. But the resilience of the payments industry has been tested by...
READ MORE After years of being out of favour, the recent market sell-off is providing strong opportunities for active value investors. Over the past five yea...
READ MORE Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies, it is doubly so. ...
READ MORE Embracing new approaches to communications during the COVID-19 pandemic and beyond should not come at the expense of protecting individuals’ right t...
READ MORE It is widely assumed that government bonds are inherently “safe” investments that provide defensive risk diversification benefits in multi-asset i...
READ MORE It might be time to consider an investment strategy that factors in another downturn before a strong recovery phase. The economic shock brought on ...
READ MORE An accelerating e-commerce trend and a rethink of supply chain practices augur well for US industrial property over the long-term. Eager to climb a...
READ MORE It is the crisis‑propelled acceleration in behavioural change and the associated adoption of supportive technologies that are most captivating. ...
READ MORE Post-global financial crisis the phrase “zombie companies” was coined. It referred to businesses that carried debt beyond their overall value. The...
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