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It hardly seems like a few of weeks ago that we were considering the imminent spread of COVID-19 outside of China and to the rest of the world. While the reaction of...

It’s no secret that when economic conditions are favourable, most businesses are able to do well. Even portfolios containing average and low-quality firms may see...

Fear and panic have gripped markets. In the four weeks since the 21st of February the ASX200 has declined from 7197 to a low of 4402 on the 23rd of March. And there is...

March is shaping up to be one of the worst months on record for many equity markets as investors ran for the doors amid the COVID-19 outbreak. When every investor runs...

There are two factors driving markets today, fundamentals and technicals. Fundamentally, the global economy is increasingly in shut down mode. This is temporary and...

“Consensus is not always good; disagreement not always bad. If you do happen to agree, don’t take that agreement—in itself—as proof that you are right. Never stop...

In times like this, asset allocation makes an outsized impact on your overall returns. An investor with a portfolio of stocks that have outperformed equity markets is...

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...

Enclosed for your benefit are screen-shots from our proprietary COVID-19 tracking and forecasting systems, which are updated live every 15 minutes. To understand the...

Given the extreme moves in markets, investors want answers more than ever. We can see it in the traffic on our own website which has gone parabolic in the last month....

Perceived to be based on free-wheeling shopping by predominantly younger consumers, the buy now pay later (BNPL) sector is facing a bad debt Armageddon that many...

What does the world look like in 2022? It’s a guidepost that’s driving Capital Group Vice Chairman Rob Lovelace as markets remain volatile and the world copes with...

Australia is in uncharted territory. With the Reserve Bank of Australia officially turning to unconventional monetary policy, what should investors expect and how...

“I try to learn from the past, but I plan for the future by focusing exclusively on the present. That's where the fun is.” Donald TrumpYesterday evening saw the...

Future Generation (FGG and FGX) recently hosted a conference call with Geoff Wilson AO, Founder and Chairman, Blake Henricks from Firetrail Investments, and Chris...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...

It feels like investors are throwing in the towel on Australian bank shares. With the S&P/ASX 200 Financials Index deep in a bear market after years of...

Equity markets continued to correct overnight across Europe and the US. The plethora of governmental actions continue to grow around the world, with the US Federal...

Nothing good results from panic. History has reinforced this point time and time again. It is our response to the crisis that is critical. Global central bank...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...