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At times like these, old contacts of mine start to resurface, asking me what I think will happen next in markets. If I could predict markets, I'd have shorted the...

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...

Yesterday’s jump in China’s NBS manufacturing purchasing managers index (PMI) was a surprise to many, lifting from 35.7 (its lowest on record) to 52.0. The...

The Federal government dropped a bombshell on the superannuation industry over the weekend with the announcement that members who had lost income due to the COVID-19...

When constructing model portfolios, an allocation to direct renewable infrastructure may enhance portfolio outcomes due to the sector's unique and differentiated...

Cash is king. This is a common phrase heard particularly in times of market stress, but long term investors will well know that in the long run, cash as an asset class...

Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are telling you that these assets haven't lost money, or...

The pace of the spread of COVID-19 globally has been faster than many of us had expected or could have feared. The first case in China can be traced back to November...

The COVID-19 crisis and country shutdowns is placing enormous pressure on the earnings, cash flows and balance sheets of many companies. We have provided a brief...

Markets hate uncertainty, and right now uncertainty reigns supreme across the globe as the COVID-19 pandemic impacts us all. No one can be certain when it will be...

In over 15 years of writing opinion pieces in newspapers, very few have had such a positive response as this AFR column today proposing that the Prime Minister pivot...

One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus Capital and Steve Johnson from Forager Funds was for investors to check...

Australian Real Estate Investment Trusts (AREIT) have been the best-performing asset class during eight of the last twenty years, and have performed well in most of...

The Australian economy is currently in the ‘stop’ or freefall phase of the ‘U’ depicted in Chart 1 below. Bushfires and the evolution of the COVID-19 pandemic are...

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...

The equity sell-off amid the COVID-19 coronavirus outbreak has been remarkable for its speed and severity, with all sectors negatively impacted. But as in previous...

The markets will remain volatile for some time given the unprecedented impact from the Coronavirus on global economies, business supply chains and consumer spending...

Praise be!Beyond the dismal parade of ASX-listed victims ensuing from the corona crisis, a low-profile cluster of stocks is benefiting from the mayhem.Or at the very...

Every cloud has a silver lining and working at home has presented a few. I’ve learned that a 7am walk into the deserted countryside is a much better start to the day...

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...