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Markets have rebounded strongly from a sharp collapse in March, with many stocks now trading at new record highs. This has been driven in part by central bank...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

In June 2017 Argentina sold US$2.75 billion of 100 year bonds and I wrote then that “Argentina is unlikely to get through a decade without defaulting let alone 100...

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...

Corporate earnings have not been front of mind for share market investors over the year past.Last year’s August reporting season marked the weakest performance for...

It takes a brave person to call an end to gold’s run to record levels in nominal terms. But when the small and big financial papers start writing up calls for gold to...

The USD gold price hit record highs in July, trading above USD 1,960 per troy ounce. Silver also rallied strongly, up by more than 30% for the month. Declining real...

We are in a strange political environment. Globally there have been trillions of dollars of government stimulus announced, deficit hawks have turned chicken, and...

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning...

Innovation and change can create opportunities, and one place we find many of those opportunities is in the healthcare sector. At Platinum, we've found that buying...

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...

We asked Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, if she was bullish or bearish on the outlook for markets. “It's a very brave...

With reporting season here, you can access our full calendar, which lists reporting companies in chronological order with forecasts and ratings.

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...

A look at the performance of the pharmaceutical and biotech sector over the month of July as well as a closer look at the front runners in the search for a Covid-19...

Catering to the ‘Tiktok generation’, Boohoo is the fastest growing fashion company in the UK. By skilfully employing social media influencers coupled with local...

We are tactically overweight risk, led by positions in domestic equities and international corporate credit. After sharp declines in Q2 growth, leading indicators...

US$ gold has broken its previous record of US$1,921/oz (6th of Sept 2011) by closing July at a new all-time high of US$1,976/oz. A$ gold has also just broken record...

With Aussie bonds in high demand across the world, a growing demand for a more aggressive fiscal response from the Australian government, and a rise in COVID-19 cases...

The recovery in the Australian equity market from the lows in March has left some investors perplexed. How can equity markets be rising when the real economy has...