popular wires

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...

Discussions on unwinding COVID-related social distancing measures have moved to the fore. Australia’s leaders have managed the crisis relatively well so far. In...

We believe Rio Tinto is defensively positioned given its low production costs, excellent quality of iron ore reserves, strong balance sheet and continued free cash...

Following on from my recent note “The Upside of Diversification” (available on the Koda Capital Insights page here), I want to now turn to a related theme that is also...

20th April 2020 marked another historic market move that has never been seen in our lifetimes – a major global oil benchmark trading negatively. While lesser known...

"Lockdown, which has resulted in a halt to economic activity, is not sustainable – it is damaging to society, to people's aspiration and to the economy...we need to...

The flow-on effects from the coronavirus changes are impacting a lot of industries. Perhaps the funeral services sector might not be impacted in the way an investor...

Lacklustre GDP and corporate earnings growth need not mean weak equity market performance. The reverse can be true too of course. Last year was a case in point and the...

When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees....

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

The US economic surprise index (by Citigroup) has plunged over the past month as forecasters and investors have struggled to get their heads around just how bad the...

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors as a single group,...

An Open Letter from Concerned Australians on Trade-offs During the COVID-19 Crisis The views expressed are those of the signatories and not necessarily those of...

One of our most frequent investor questions is around our government bond holdings and the unique risks that low-interest rates present.Government (as opposed to...

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...

In the AFR today I write that everyone loves a contrarian position, and I enjoy betting against conventional wisdom (read the full column by clicking on that link, or...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...