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COVID-19 is a fast-moving and fluid situation. The most likely outcome of the efforts to contain this health emergency is a near total shutdown of the world’s economy...

The COVID-19 crisis is affecting economies across the world with education, hospitality, retail, tourism and entertainment sectors majorly impacted by social...

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...

With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation...

Following on from our “Tracking the Coronavirus (COVID-19)” article last week, we thought we would provide an update to this fluid situation.Munro Partners has been...

The global economy and markets have experienced multiple shocks over the past few weeks. The catalysts for past periods of panic and crisis at the time were often...

Private equity is an asset class that can deliver attractive returns without the volatility found in the listed equity market. Research from one of Australia’s leading...

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...

After a day in the green yesterday where the index put on nearly ~6% we were back in sell mode today and aggressively so, the market giving back those gains and some...

Late on Monday, FNArena Editor Rudi Filapek-Vandyck sent out his Weekly Insights email to FNArena subscribers. In it, he describes the 2020 financial markets'...

A few weeks ago in part one of this series, we suggested that this was a unique supply side event where Central Bank liquidity couldn’t redress the major issues of a...

"In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and...

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...

Companies in China appear best placed to emerge soonest and with least damage from the global coronavirus pandemic, according to a survey of Fidelity’s equity and...

The most recent Crestone Investment Forum was held on 26 February, yet much has transpired globally and in Australia since that time. Most pressingly,...

The bond market has a reputation for seeing what is coming before other asset markets begin to adjust. While equity markets embarked upon a feverish rally in January...

The coronavirus crisis is first and foremost a human crisis and my thoughts are particularly with those on the front line of this battle. But, of course, it's...

US equity markets clearly remain in the ‘Panic’ phase of this pullback. If history is any guide, that will soon be followed by a short-covering relief rally (possibly...

Gold often glitters at its brightest when other risk assets lose their sheen. So far, the metal has largely proven an effective hedge against recent market volatility...

Today was the 3rd aggressive buy day in the last 6 trading sessions and while the index is still down 8% in that time, it feels to me a meaningful low isn’t too far...