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Navigating the world after COVID-19
The course for the world after COVID-19 has been broadly set, from a growing rejection of inequality in society , to an increasing focus on climate change and a geopolitically driven but technology-led reinterpretation of business models in many
- Date published
- 13 Oct 2020
- Tag
- Aftermath: Post Covid-19
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Australia’s ‘social distancing’ with China
The crisis has forced the Australian government to pick a side, but this has hurt Australia as a brand in China. What does taking the US side mean for Australian industry?
- Date published
- 5 Oct 2020
- Tag
- Aftermath: Post Covid-19
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China vs the West
COVID-19 could have acted as a catalyst for greater cooperation across competing powers, all facing the common enemy. Unfortunately, it hasn’t been. Is a de-escalation in US-China tensions possible? Where does the EU fit?
- Date published
- 29 Sep 2020
- Tag
- Aftermath: Post Covid-19
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Immigration shifting gear
With widespread domestic job losses and restrictions on the movement of people across borders, what does this mean for migration and remittance trends?
- Date published
- 21 Sep 2020
- Tag
- Aftermath: Post Covid-19
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Gender and Inequality in the recovery
Often in economic recovery cycles, women’s job opportunities tend to come with a time lag, essentially making them an involuntary labour reserve. Will COVID-19 impact women more disproportionately than men?
- Date published
- 15 Sep 2020
- Tag
- Aftermath: Post Covid-19
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Eroding trust in the social contract
Most citizens would see that they have a type of social contract with their governments. Is a growing sense of inequity eroding trust in governments? Are they looking for companies to fill the void?
- Date published
- 8 Sep 2020
- Tag
- Aftermath: Post Covid-19
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Who pays for COVID-19?
Given the scale of the policy response required, it is clear that all countries will come through this with significantly higher debt. With a shrunken base, how will governments reform tax to foot the bill?
- Date published
- 1 Sep 2020
- Tag
- Aftermath: Post Covid-19
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EU Green Deal leads the way
EU policymakers appear to remain committed to a green stimulus, but will COVID-19 and the massive stimulus packages deployed to deal with it have a direct and adverse impact on the timing of the execution of the Green Deal?
- Date published
- 24 Aug 2020
- Tag
- Aftermath: Post Covid-19
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Podcast: Emerging markets recovery during Q2
Andrew Mathewson, Portfolio Manager, discusses the recovery of emerging markets during Q2 and our GEMs team’s continued focus on sustainable growth.
- Date published
- 20 Aug 2020
- Tag
- Global Emerging Markets
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Podcast: Portfolio resilience despite volatile markets
Head of Global Long-Term Unconstrained, Zehrid Osmani, on the key factors that have underpinned returns and exciting structural opportunities.
- Date published
- 20 Aug 2020
- Tag
- Global Long-Term Unconstrained
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The ESG opportunity?
Do Governments have an opportunity to relaunch their economies and go green at the same time? Will companies become more socially responsible business owners?
- Date published
- 18 Aug 2020
- Tag
- Aftermath: Post Covid-19
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Supply chain disruption during the COVID-19 pandemic
Our proprietary supply chain risk analysis provides an early warning during periods of supply chain disruption so we can rapidly target our fundamental research.
- Date published
- 13 Aug 2020
- Tag
- Covid-19