coronavirus

With global markets officially in correction territory this week, February has very quickly become a month to forget for investors. But as the famous expression by...

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the full effects. Join us for an update as we discuss...

Today I explain why the Coronavirus is killing markets, and will almost certainly demand central bank and treasury interventions that will in the next few months...

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a...

In recent weeks we have highlighted the limited response of equities to the coronavirus outbreak, contrasting with commodity, bond and FX markets, which all showed...

The last three major market drawdowns resulted from human behaviours. China’s currency devaluation in August 2015, the volatility blow up in Feb 2018 and the...

Enclosed are some thoughts on decision-making inputs that might influence portfolio construction as we move through the novel coronavirus (COVID-19) epidemic towards a...

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

The market had risen 33.06% from December 2018 to the high last Thursday. That’s over 1.2 years. The average annual return from the stock market is 5.7% pa. So in 1.2...

Global markets received a wakeup call over the weekend as a string of countries closed borders with Italy and Iran due to outbreaks of Covid-19 (coronavirus). South...

COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised it. So don't give me the "Italy changes everything" bulls#1t. And spare me...

The rapid global spread of COVID-19 (coronavirus) has seen many investors incorporate gold into their portfolios. Gold is one of the best-known hedges against...

The recent coverage of Coronavirus has really focused the market’s attention on vaccine producers around the world. Whilst Bavarian Nordic doesn’t produce a...

New diseases have a particular power to capture the imagination. There’s just a lot about them which is scary. They grow and spread fast. We’re accustomed to thinking...

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have recently been struck down by the perfect storm. ...

Share markets are at or around record levels despite lots of worries, particularly around the coronavirus (Covid-19) outbreak. A common concern is that this is because...

Buoyed by the US-China trade deal agreement, stock markets marched in unison to record highs at the start of 2020. That was until coronavirus started dominating...

The recent Australian Housing report from CoreLogic shows Australian Property has seen a record rebound in the past 6-12 months. Today we covered what the data shows,...

On Wednesday the MSCI World Index of developed economy equities hit a record high. For those fixated on equity markets, it is understandable that upbeat narratives are...

2020 has seen a very noisy start to the year with one major event with significant human and investment market implications after another. For Australia it started...