popular wires

From complacency to fear to excitement. Such is the journey of an investor. Right now investors with capital to deploy should not be afraid but excited – and of...

In the AFR today I write that this was the official family’s finest hour—Australia’s own “Draghi moment”—where historic tensions between Scott Morrison’s government,...

COVID-19 will have a very significant impact on economies, markets and people’s lives. Unfortunately, this is our starting point. While the virus will have a very...

A week is a long time in politics and certainly in FX markets. Last week the US Dollar Index was close to 18 month lows, undermined by the rapid spread of Covid-19 in...

Following a 30% fall in the S&P/ASX 200 index, Crestone has moved moving its underweight domestic equities allocation (-2%) to neutral (0%). This has been funded...

When we last spoke to Jonathan late last year, he noted that there was hardly any distressed debt on the market for him to buy. Now there's a feast. In today's...

As the world grapples with the threat of the Coronavirus, financial markets have experienced significant volatility in recent weeks. Against this background, it’s...

“If you don’t have a god to believe in, I would get one very rapidly”Australian comedian and TV presenter Kate Langbroek explained last night on Channel 10’s The...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs and business leaders in order to gain a greater understanding...

In response to the coronavirus epidemic, the RBA cut the cash rate on 19 March to 0.25% and announced a number of QE measures. In the long run, will the government’s...

The closure of Cambridge University in 1665 because of the bubonic plague forced Isaac Newton to work from home. There he discovered that white light contained all...

Move over capital deployment. Preservation of capital is becoming the strategy du jour for an increasing number of fundies. Andrew Macken, who manages around $500...

Covid-19 has sent markets into a tailspin. Even the calmest investors are breathing heavily as their watch stocks in their portfolio fall by double-digit percentages...

Plus, Alkane and Chalice tantalise investors with exploration trading halts, DGO ups its stake in De Grey as the Hemi gold find continues to grow, Bardoc PFS boasts...

The world has never been as globalised and interconnected as it is today, so when a pandemic such as COVID-19 hits, it’s an enormous challenge to contain. Government...

While the primary impacts of Coronavirus are currently being felt by individuals and communities around the world, the duration and severity of its effect is still...

Without trying to sound like an expert the issue at hand for most economies is not so much the sickness and deaths associated with the virus itself, it is the...

The market hit again today despite the RBA’s decision to cut the cash rate by 25 basis points to a historic low of 0.25%, plus they announced arrange of other measures...

As I foreshadowed in my last Financial Review column, the RBA has delivered precisely the optimal policy package for combatting the worst demand-side crisis since the...