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Analysis

Mike Everett

19 May 2020 • By Mike Everett • 1 min read

Investing for a better future

The COVID-19 pandemic poses an existential threat to many companies. It therefore requires their boards and management to take decisive actions in the...

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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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Mike Everett

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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