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Latest Insights
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Quarterly update: New healthcare stock and US election preview
The latest update from Zehrid Osmani discusses recent transactions, analyses the forthcoming US presidential election and provides a snapshot of his thoughts on the opportunities in global markets during the pandemic.
- Date published
- 15 Oct 2020
- Tag
- Global Long-Term Unconstrained
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US election 2020 – the view of the long-term investor
Infrastructure, healthcare, Big Tech and China. Discussing two potential futures for the economy under Biden and Trump.
- Date published
- 15 Oct 2020
- Tag
- North America
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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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Australian Reporting Season Wrap - "Civil Obedience"
Australians have been asked to do (or not do) a lot in the six months since last reporting season. The bushfires and the COVID-19 pandemic have highlighted the best and worst in ‘civil obedience’ from both companies and the general public.
- Date published
- 28 Sep 2020
- Tag
- Australia
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2020 Post Results Season - Review and Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained outlines his key predictions for the remainder of 2020 in the wake of the pandemic crisis.
- Date published
- 24 Sep 2020
- Tag
- Global
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Investment Floor Weekly Insights
These weekly updates bring you reliable and factual information directly from our experienced Investment Professionals around the globe.
- Date published
- 22 Sep 2020
- Tag
- 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