popular wires

Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the challenges the coronavirus is posing to Australian companies and investors, and how...

Gold, and precious metals in general, are well and truly back in vogue. As a defensive asset class, but more importantly, as an asset to hedge against the impact from...

With the Australian share market rallying strongly in April off the 25 March low, there has been a spate of capital raisings by cash-strapped companies looking to...

The ASX200 was clobbered 134-points yesterday as the local market put in an awful performance considering the Dow rallied over 700-points on Friday and Asian indices...

Charting a path of recovery and a return to normality at the moment is very challenging, however we believe that recovery in global growth will start in Q3. The...

One of the key defensive cornerstones of multi-asset and equities portfolios since the end of the GFC has been the use of property and...

Unprecedented global fiscal stimulus. Extreme monetary policy experiments. Yields at multi-century lows. Government bond markets are now at the precipice of a paradigm...

COVID-19 has been profound and pervasive. We have seen massive shock waves impact our way of life, the economy, company business models, credit markets and liquidity....

“There can be no doubt that the knowledge of logic is of considerable practical importance for everyone who desires to think and to infer correctly” Alfred...

There is a good feature by Pamela Williams in the AFR today about the emergence of the "Team Australia" consortium in response to the Great Virus Crisis, which you can...

When commentators are asked about expected central bank behaviour, they generally fall even subconsciously between two camps, what the central banks should do and what...

Wild fluctuations in stock markets resulting from the coronavirus pandemic have tested the resolve of many investors.“We saw markets drop more than 30% in a month, the...

“New moon on Monday, And a fire dance through the night, I stayed the cold day with a lonely satellite” Duran Duran Last week’s NAB business survey revealed just how...

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...

Australian stocks are down heavily this year, an event-driven sell off owing to the impact of the COVID-19 pandemic. Given the uncertainty, many leading companies have...

Following its one-month 36 per cent decline from peak (20 February 2020) to its low (23 March 2020), the ASX200 has bounced 20 per cent. That’s a return most investors...

The vibe is changing. It’s been a great rally but I can see (on the charts) and hear (in the headlines) the herd stopping to think about what’s next and it’s...

While we have all seen (and probably experienced) the stories of grocery stockpiling during the covid-19 health crisis, we believe these are likely to be short-term...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

Investors have had a lot to digest over the last four to six weeks and certainly the pace of change, the pace of the news flow, has been unprecedented. Whether I apply...