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SWINGS AND ROUNDABOUTS COVID-19 has caused significant swings in pricing among almost all asset classes. Much of the pricing action intuitively makes sense, some of...

During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and...

The colossal bounce in global equity markets in the face of incredibly weak data has some experienced managers bracing for another leg down. Although equity markets...

It was apt that last month started on April the 1st, April Fool’s Day, because that’s how the market seems to have performed throughout the month. Heading into the...

Relief from the COVID-19 shutdown appears to be getting closer as governments in Australia, and other parts of the world, plan for how society looks coming out of...

Sharemarkets are the most volatile they’ve been in the past 20 years. Increased uncertainty, fear, forced and panic selling, as well as reduced liquidity, are all...

The first quarter of 2020 was one of the most turbulent in living memory. After hitting record highs in February, equity markets around the world plunged as panic...

Plus, Rex’s strategy to diversify from tardy crow eaters pays dividends and Covid creates opportunities for counter-cyclical investors in the likes of potash explorer...

As COVID-19 spread across the world, causing global lockdowns and record volatility in financial markets, investors have seen equity markets tumble more than 30%,...

“Progress is impossible without change; and those who cannot change their minds cannot change anything”. George Bernard ShawMeasuring unemployment is a strange...

This week would have been Federal Budget week and the Australian Treasurer would have been announcing budget surpluses. Of course, coronavirus intervened, and the...

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses...

The Coronavirus Disease 2019 (COVID-19) is having a profound effect on people’s lives and livelihoods all over the world. This global public health emergency has...

India is poised to be an economic superpower, benefiting from structural factors such as business reform, income growth, urbanisation, domestic consumption and...

Defensive, capital-protected, private debt is becoming increasingly appealing to investors as a viable asset class as markets work through the impacts of the COVID-19...

The word “Afterpay” is now a verb in Australia. When the name of a company makes this extremely rare transition, there is something special going on. Afterpay...

Our latest Complexity Premia podcast episode has gone live, where Ying Yi Ann Cheng and I discuss a wide range of topics, including:the impact of COVID-19 on financial...

‘Risk-off’ has been the flavour so far this week. Overnight, US Federal Reserve Chair Powell dismissed all talk of turning to negative rates to address a downturn...

‘Think straight, talk straight’: the motto of Arthur Andersen. The unflinchingly high standards which built the company from early in the 20th century gradually gave...