Market Narratives

Dr Jekyll and Mr Hyde

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.

Portfolio Manager, Global Equity

Market Narratives

The long road to recovery

With rising debt levels and falling interest rates, the Australian economy is facing some of its most challenging times in history. Chris shares his insights on how we got here and why interest rates will be lower for longer.

Portfolio Manager, Fixed Income

Market Narratives

Nonlinear Thinking in a Linear Market

“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.