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Looking purely from an investing perspective, the global sell-off caused by the coronavirus pandemic could be manna from heaven for cashed-up value investors. I think...

Falling yields were already one of the biggest challenges facing retirees seeking investment income, but the dramatic impacts of COVID-19, which have seen bond yields...

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...

In February of this year, the ASX200 plunged by -7.7%. As a clear demonstration of the protection global high-grade sovereign bonds aim to provide, the CC JCB Global...

The market staged a huge recovery today, aggressive across the board especially from the morning lows where stocks turned up and went on with it. What a difference a...

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

For several decades now, the correlation between asset prices has generally been increasing. Whether this is caused by globalisation and the free transfer of...

Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.Chris is of the view that the increased...

With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to...

You wouldn’t be human if you didn’t fear loss.Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people...

A savage sell-off hit stocks today with the ASX recording its 2nd biggest sell-off in the last 27 years, only one session during the GFC was worse being the 10th...

It may seem misplaced to discuss the likelihood of unconventional monetary policy in a country that has registered only three quarters of negative GDP growth in the...

Our latest Complexity Premia podcast episode is now live (you can listen on your favourite podcast app, or you can find it on Apple Podcasts or Podbean). In this...

Water scarcity, and the societal risks it poses, is one of the primary challenges faced by the world today. Over two billion people still live in countries...

Global MarketsThe stand-alone highlight this past week has been global fear around the escalation of coronavirus cases outside of China. The good news is that...

In our December Quarterly Outlook Statement, I published the below article highlighting a higher required return from equities should we continue to extrapolate low...

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...

As the Coronavirus fear grows its footprint, uncertainty is taking its toll on markets. As real estate investors, we see both opportunities and threats on the horizon....

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...

For a while it looked like nothing could derail the constant drive higher in asset prices as central banks worked out that with quiescent inflation they could continue...