The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.
COVID-19 has changed how we work, highlighted the need for greater physical and mental health, and transformed society's use of technology.
Iain FultonAugust 24, 2020
ESG Insight: The debate around plastic packaging has intensified significantly over the last two years. But as sustainability concerns have increased, the long held thesis on plastic packaging investment is being questioned. Michael Ward explores why there isn't a clear solution to the problem of plastics.
Michael WardAugust 24, 2020
Much has been written about the cause of this financial crisis, but there has been little discussion on why our financial system appears so fragile and unable to withstand these events without the need for extreme intervention by governments and central banks.
Darren LangerJune 18, 2020
The current COVID-19 crisis will shine a spotlight on those companies that behave like Dr Jekyll, standing firm on their values, and those that turn into Mr Hyde, shunning all things ESG in the pursuit of profits. Find out which companies are displaying Dr Jekyll traits.
James KinghornMay 22, 2020
There will be winners and losers out of the current market dislocation and Brad and his team search diligently for stocks that represent long-term value. With the huge value divergence in the market, find out what rich pickings the team see for alpha generation in their latest paper.
Brad PotterMay 18, 2020
For the first time in history, the West Texas Intermediate price (the US benchmark in oil pricing) fell to –USD 37 per barrel. While it was a confluence of events that got us to this point, what is the long-term outlook for oil prices post COVID-19?
Stefan HansenMay 11, 2020
“The saddest aspect of life right now is that science gathers knowledge faster than society gathers wisdom,” wrote science fiction writer Isaac Asimov—a thought that rings true today as policymakers struggle to catch up with what’s occurring in the world. In respect to both the pandemic and its economic and market impact, we are dealing with a situation that is nonlinear. The coronavirus pandemic has been growing at a tremendous pace, and the resulting movement of economic realities is mostly without precedent. It is difficult for humans, who tend to be linear thinking, to adapt. But if we can think in a nonlinear way, I believe we can find investment opportunities.
William BlairMay 11, 2020
Artificially low rates are causing multiple distortions and pockets of heightened risks—and while the current environment may be unprecedented, it need not be incomprehensible. Investors who understand the dynamics driving low rates may be positioned to take advantage of promising opportunities.
William BlairMay 11, 2020