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The Australian Treasury expects that 60% of the economy can be recovered once we achieve Stage 3 of National Cabinet’s re-opening plan. This correlates with the RBA’s...

“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...

We continue to monitor nine key risks signals to guide our assessment that there is a sustained trough in risk appetite, and the risk of a re-test of 23 March risk...

On the 24th April, I published a quick update on the progress of the 'Most tipped big caps', the ten stocks that got the most votes in our reader survey at the start...

If market declines make you nervous, then you’re not alone. Especially now, when COVID-19 and its economic impact are fuelling feelings of uncertainty around the...

Eti Amegor of Axius Partners (and www.suitsandkicks.com) joins us to talk about how some sectors are rallying while the market itself stays under pressure. 0:52 -...

It’s interesting how quickly we adapt or accept—isolation and lockdown; complete upheaval of the way we live and work. An economic data flow that is so bad that, in...

Credit securities, both in Australia and globally are getting back on their feet. The bookbuilds this week of $1 billion of corporate debt by Woolworths, $1.25 billion...

The depth and duration of the global COVID-19 pandemic and the resultant global recession is far from clear. However, after examining all of our analysts’ buy-rated...

Quarters like the one we’ve just had, show you that you can't be agnostic about what's going on in the wider world. So, when I think about macro conditions and I want...

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...

Markets remain divided on whether we’ve seen the bottom or not. But whenever stocks fall to the extent they did in March, and uncertainty reaches the levels that it...

In 1930, 1,028 economists signed a letter to Herbert Hoover urging the US president to veto a bill that would raise tariffs once it became law. Hoover refused and the...

For much of the last decade, analysing the profit results for the banks was relatively straightforward. Coming out of the GFC the major trading banks steadily grew...

They say a picture tells a thousand words and the story for UK financial sector investors could not be more depressing going by the below chart. A theoretical $100...

In the AFR today I explain why ever since I have pulled out my empirical “shotty”, an intellectual 12-gauge, the housing bears have started running for the hills. In...

Just over $1.5b was raised this week through placements, 21 companies came to the market in search of fresh funds. There were plenty of quick raises Biotech plays...

In years to come, when we look back at the impact COVID-19 has had globally, William Hague (the former leader of the Conservative Party in the U.K.) may well turn out...

Negative interest rates were a hot topic this week. President Trump repeated his support for the idea but even prior to this, several Federal Reserve officials said...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? How likely is a major debt deleveraging?Ray Dalio has a number of videos and books out...