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Analysis

Nick Cregan

21 April 2020 • By Nicholas Cregan • 1 min read

Is it possible to sell well?

With $9 trillion in S&P 500 losses in March, a 34 per cent decline from February highs, many investors may be calling “sell”, but few may be a...

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Nick Cregan

Gold’s recovery cycles point to outperformance

With investors having sold every sort of asset in March to raise cash, panic ruled over markets. But gold and gold stocks could outperform the overall...

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Nick Cregan

Will this time be different?

In recent weeks, equity markets have suffered their steepest falls since 2008. This has prompted comparisons with the global financial crisis – the ...

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Nick Cregan

Infrastructure investment has important role to play in global recovery

Infrastructure projects will likely have an important role to play in the future recovery from the current market and economic downturn, aided by the ...

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Nick Cregan

Bringing the economy back from life support

What kind of recession will this be, and what kind of recovery will follow? It is happening: US jobless claims went from almost nothing to about 10...

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Nick Cregan

The coronavirus is the catalyst that reveals the fragility of our financial system

The virus outbreak has set three major macro impulses in motion: a global demand shock, a global supply shock and an oil war that has forced prices to...

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Nick Cregan

The most important ESG issue in the coronavirus crisis is our response

Will sustainable investing become more important? Or will it become less important? Are sustainable funds doing better than regular strategies? Will t...

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Nick Cregan

COVID-19 impact on agriculture and farmland

Considered a safe haven investment, farmland has proven to be a reliable store of value in times of economic tumult – a source of attractive income ...

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Nick Cregan

China shows surprising resilience, but will it last?

One of the more surprising aspects of the global stock market sell-off amid the COVID-19 pandemic has been the relative strength of Chinese equities. ...

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Nick Cregan

Previewing future oil supply structure: Saudi Arabia and Russia after ‘peak demand’

Global oil markets have reported historic levels of volatility in March 2020 – benchmark oil prices slid 60 per cent from January 2020 highs, driven...

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