2021 outlook

With markets selling off around the world, many investors are dusting off their watchlists. We recently asked nine fundies what stock they’d buy if markets sold off,...

With less than a quarter to go until the finish line, we've got one last update for you on the Fundies' top picks from our annual Outlook Series. Mia Kwok...

Here we are at the Q1 checkpoint to see how our peloton of fundies has performed so far. Who is leading the pack and who will be left in the dust this year? But first,...

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...

With households packed to the rafters with cash, iron ore sitting at record highs, and Aussies - rightly desperate for a holiday - giving domestic travel a red hot go,...

The health crisis that combined elements of the Spanish flu pandemic, the Great Depression and the GFC helped redefine what fiscal and monetary policies can achieve....

2020 was a year of extremes. The COVID crisis took the world’s economic, financial and social infrastructure to the limit. Economies fell into a deep recession....

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts) weighing heavily on the...

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...

How important are rankings of managed funds’ results during the past 12 months? How should investors interpret them? In a key sense, rankings ARE important – but NOT...

2020 delivered for investors, despite the chaotic madness that consumed the globe. But as we begin to kick start investing season for 2021, you have to wonder - what...

With 2021 just around the corner, vaccine distribution looking promising and a US election put to bed, the bulls of the market are bucking, with little concern of any...

With vaccines on the way, a settled election and the index returning to its February 2020 highs there has been a lot of good news for markets recently. However, making...

We believe that there are a number of unknowns impacting market sentiment today, and finding those investments that balance returns with doing the right thing is not...

Short-term rates are determined by policymakers (central banks). Long-term rates are a function of the forward path of short-term rates and a term premium –...