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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...

While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...

Australian Property has caught Coronavirus: the strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction...

Well, what a difference six months can make… I can remember thinking just a few short months ago that if the global strategists were right and the consensus was...

In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...

Earnings season is heating up in earnest, giving investors a clear glimpse into the economic impact of the global lockdowns designed to slow the spread of the...

A negative price for US crude oil provided much fascination this week. The May West Texas Intermediate oil contract closed at -$37.63 per barrel on Monday. But the...

There are more self-funded and semi-funded Australian retirees than ever before. The ability to retire with limited reliance on government support should be celebrated...

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...

You will probably have seen in the news yesterday morning (21st April 2020), that U.S. oil futures prices were negative. This is based off the May WTI Crude futures...

At the end of my last piece "For want of a coffee can, we left $7million on the table” which covered the story of Equities and Freeholds Limited (EQF), I suggested EQF...

The March quarter concluded a period of astounding world events and financial market volatility on a scale I had yet to experience. Very few in markets will have...

These are extraordinary times and they have elicited extraordinary measures from government and central banking authorities the world over, as COVID-19 has infiltrated...

Top this for a company head’s farewell to staff. A tearful Alibaba co-founder Jack Ma wore oversized purple-tinged glasses, a studded leather jacket with chains and a...

We have reviewed our Champion Stocks (excluding resources and small caps) for the next three to five years and decided to make no changes.These Champion Stocks all...

2019 feels like a distant memory. In case you forgot, it was a bumper year for equities with ~20% returns across most stock indices. WAAAX stocks were defying gravity,...

And the squeeze on supplies of zinc concentrate is likely to prompt smelters to offer strong support to those juniors hunting and developing the galvanising metal,...

If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall,...

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few...

In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic across global financial markets. Initially presenting...