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Investment Writer @Citywire

london
Joined May 2012
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Ridhima retweeted
Safely restarting air #travel ✈️: Here's a snapshot of the layered approach of temporary biosecurity measures proposed by @IATA. Learn more 👉 bit.ly/2LIXtsc
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We can control the virus if we all #StayAlert: 🏠 Stay home as much as possible 👩‍💻 Work from home if you can 🚫 Limit contact with others ↔️ Keep your distance if you go out 🧼 Wash your hands 🌡 Self-isolate if you or anyone in your household has symptoms
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Coronavirus brings out the S in ESG. Investors, banks increasingly forced to integrate social factors into risk management #ESG esg.theasset.com/ESG/40190/c…
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My fellow citizens, THERE IS ABSOLUTELY NO NEED TO PANIC. Essential commodities, medicines etc. would be available. Centre and various state governments will work in close coordination to ensure this. Together, we will fight COVID-19 and create a healthier India. Jai Hind!
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Indian political leaders acted more sensible than UK political leaders. India under complete lockdown or next 21 days!!
Look on the bright side. In about 3 weeks, we will know everyone’s real hair colour.
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Stay at home as much as possible. Listen to the experts, ignore the morons (foreheads). We will get through this together.
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A Council on Foreign Relations roundtable called “Doing Business Under Coronavirus” has been canceled due to the coronavirus bloomberg.com/news/articles/… via @business
Technology to the rescue as Coronavirus-related travel ban sees Jacob Vendelbo, investment director, Macquarie ValueInvest Global Equity ⁦⁦@Macquarie⁩ address delegates to ⁦⁦@InvEurope⁩ Summit Stockholm 2020
Bear case for gold sees $1470 price by year’s end - eg if current situation is short, sharp shock and Fed raises rates subsequently, adds Nitesh Shah, director Research @WisdomTreeEU @InvEurope Nordic Summit Stockholm 2020
Ratio of gold/silver prices points to silver being undervalued currently notes Nitesh Shah, director Research @WisdomTreeEU @InvEurope Nordic Summit Stockholm 2020
Mean reversion effects are so extreme that investors should not be surprised to see highs reached in matter of weeks, suggests Björn Esser, portfolio manager, MainFirst Asset Management @InvEurope Nordic Summit Stockholm 2020
“There are so many opportunities right now”, eg, if Lagarde provides backstop to Italian gov’t bonds they could spike, notes Björn Esser, portfolio manager, MainFirst Asset Management @InvEurope Nordic Summit Stockholm 2020
High volatility is beneficial for the Contrarian Opportunities fund, but there is no such thing as a free lunch, ie, catching a falling knife is risky, says portfolio manager Björn Esser of MainFirst Asset Management @InvEurope Nordic Summit Stockholm 2020
Eurozone dividend fund has attracted steady flows past 12 months; eurozone equities remain attractive long, but volatility risk exists, explains Ryan Reardon, investment strategist @StateStreetGA @InvEurope Nordic Summit Stockholm 2020
Dividend Aristocats ideas shared by @StateStreetGA Ryan Reardon @InvEurope Nordic Summit Stockholm 2020
EM earnings growth strongly correlated to performance of EM equities; hard to see what will be next supercycle pushing up EM earnings at a macro level, but there are pockets, eg, insurance in China, notes Dominic Bokor-Ingram, CIO (European Division) & senior PM Fiera Capital
Hit of Coronavirus, like all viruses, will end (in 2 or 10 months is unknown). Crises come and go, the real killer is company debt, eg, @wizzair can survive 9 mths on its cash vs @lufthansa situation notes Dominic Bokor-Ingram, CIO (European Division) & senior PM, Fiera Capital
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