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Analysis

Andrew Maple-Brown

14 April 2020 • By Andrew Maple-Brown • 1 min read

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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Andrew Maple-Brown

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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Andrew Maple-Brown

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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Andrew Maple-Brown

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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Andrew Maple-Brown

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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Andrew Maple-Brown

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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Andrew Maple-Brown

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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Andrew Maple-Brown

Market update: Impact of COVID-19

The past three weeks have brought unprecedented turmoil and volatility to global equity markets. Investors are gripped with rapidly shrinking wealth c...

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Andrew Maple-Brown

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...

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Andrew Maple-Brown

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...

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