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While investors’ need for income is not going away, it may become harder to find stable and predictable sources of income over the next 12 months. Companies across...

So far at least, the leading resources stocks have been a shining headlamp of hope down the dark and deep pit of the COVID-19 crisis. The crucial iron ore sector has...

Amid a pandemic that’s set to surpass 4 million infections, sink the global economy into deep recession and saddle taxpayers with a generation’s worth of debt, most...

Achieving returns over a cycle typically means 6-7% p.a. organic earnings growth, 1-2% p.a. in dividends, and 2-4% from buying below value, says Stephen Arnold from...

Copenhagen headquartered SimCorp is the global leader in integrated software solutions for large asset managers, insurance companies and sovereign wealth funds. Its...

An economic boom may be defined as a period where GDP growth is high on an absolute basis (above 5%) and higher than the period preceding it. India has experienced...

Investing across the cycle requires a firm grasp of the fundamentals, and perhaps nothing is more fundamental than the flow of money and credit.Indeed, the current...

In the UK Barclays, RBS, Lloyds, HSBC, Standard Chartered all cut their 2020 dividends entirely. Companies in Europe, the USA and Australia are largely following suit,...

The global community continued to battle the COVID-19 pandemic through April, with an increasing number of economies entering or extending near-entire...

Australian retirees are most at risk from the fallout of COVID-19, which is distorting perceptions, changing consumer behaviour and testing the mental fortitude of...

“Nothing is so permanent as a temporary government program.” Milton Friedman, Economist, 1912-2006Policy makers have responded rapidly to the...

With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and...

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

Those that tipped Westpac (WBC) as a big cap to do well in 2020 have some catching up to do. Australia’s second-largest bank, and 4th largest listed company, has...

It’s not all bad news. Interest rates are low, Australian corporate balance sheets at the big end of town are generally strong, the Australian government has a strong...

Record declines in employment and hours worked have been met with record policy stimulus. In this note, I delve into the scale of the income shock facing the consumer...

Pandemics are not new. Over history the effects have varied in each instance as people have responded differently to try and stay safe and healthy: by staying at...

So much of asset pricing hinges on selecting an appropriate discount rate, which is how we transform future cash flows into a value today. In fixed income we have the...

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

In the last month or so, governments and central banks have been the difference between markets continuing to fall and markets starting to find a bit more support....