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Analysis

Alex Whitlock

25 March 2020 • By Alex Whitlock • 1 min read

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...

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Alex Whitlock

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...

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Alex Whitlock

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 ...

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Alex Whitlock

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...

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Alex Whitlock

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...

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Alex Whitlock

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 ...

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Alex Whitlock

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...

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Alex Whitlock

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...

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Alex Whitlock

Don’t blame COVID-19

Cash flow quality was poor to begin with. Investor apprehension over the coronavirus outbreak peaked during the last week of February. As a result,...

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Alex Whitlock

Markets are in panic mode

The violence of the oil shock has added a new urgency to the broad-based de-risking that is sweeping across global markets. In just over two weeks, in...

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