Covid-19 impact: Consumer and Mortgage Finance

Covid-19 impact: Consumer and Mortgage Finance

🕔16:08, 6.May 2020

It’s 2008 all over again – or is it?  We are all cognitively wired to recognise patterns. Pattern recognition occurs when new information is associated with old, causing automatic activation of linkages drawn from long-term memory of prior incidents. What

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Equities in a shut-down?

Equities in a shut-down?

🕔14:55, 6.May 2020

The lasting changes caused by the pandemic  The surge in equity market volatility during the current COVID-19 crisis is indicative of the overwhelming uncertainty and fear investors are feeling. This environment creates tremendous opportunities, but diligence and adherence to a

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Volatility 2020: EU – make or break?

Volatility 2020: EU – make or break?

🕔14:33, 6.May 2020

Investment Insights  We will see a sharp fall in the EU’s GDP in Q1 2020, followed by probably the largest fall in GDP ever seen in Q2. The OBR2 forecasts a 35% drop in UK GDP in Q2. Thereafter, it

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A Historic Opportunity in Small Cap Stocks

A Historic Opportunity in Small Cap Stocks

🕔13:28, 6.May 2020

No investment principle is more widely understood and frequently ignored than ‘buy low, sell high’. While we would not hesitate to buy at discounted prices in other aspects of life, investing in assets with poor recent returns just feels wrong.

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Macroeconomic effects of Covid-19: an early review

Macroeconomic effects of Covid-19: an early review

🕔12:30, 6.May 2020

The Covid-19 pandemic is not only the most serious global health crisis since the 1918 Great Influenza (Spanish flu), but is set to become one of the most economically costly pandemics in recent history. Experience with past epidemics provides some

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Guiding Principles for an Effective Board

Guiding Principles for an Effective Board

🕔11:15, 6.May 2020

Executive Summary Investors care deeply about how well a company board is functioning. Getting this aspect of governance right makes it more likely that material risks and opportunities will be well managed. It follows that an effective board is best

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Monthly OpinioPro Statistics – April 2020

Monthly OpinioPro Statistics – April 2020

🕔10:43, 6.May 2020

April In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

🕔10:10, 6.May 2020

Three key principles for investors in a postcrisis world.  The past few months have delivered a near‑perfect storm for value investing. Collapsing oil prices and falling interest rates have put tremendous pressure on the energy and financials sectors—two of the

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Fixed income market update May 2020

Fixed income market update May 2020

🕔09:03, 6.May 2020

For the month ended April 30, 2020, the Bloomberg Barclays U.S. Aggregate Bond Index returned 1.78%. Year to date, the index has returned 4.98% U.S. Treasuries returned 0.64% during the month as the yield on the 10-year U.S. Treasury declined

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Oil Down, Remdesivir Up

Oil Down, Remdesivir Up

🕔08:23, 6.May 2020

Countries across the globe are slowly starting the process of loosening public health restrictions in their efforts to restart economic growth. Meanwhile, we received a positive surprise about a COVID-19 treatment that will likely become one part of the building

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