coronavirus

Coronavirus has thrown an ‘unknown unknown’ into the mix of the global economy, being both a demand and supply shock of significant magnitude. Importantly for...

Potential pandemic, shutdowns of major cities and supply chains in China, flight bans from one of the world's largest sources of tourists, crashing oil demand. It...

The lengths to which authorities around the world are going to contain the novel coronavirus, the liquidity that is being pumped into the financial system by central...

The data quality showing the spread of the coronavirus is poor. The data from the Hubei province (the origin of the virus) is still wildly different from the data from...

The last few weeks have seen escalating concern that a new coronavirus (called 2019 novel coronavirus or nCoV) originating in the Chinese city of Wuhan in Hubei...

Local investors have a good appetite for Australian small and medium cap companies. But there’s a huge universe of global companies in this category that are also...

There is a certain seductiveness to a bearish investment argument. The chance to appear like a rational actor in a crazy world. The opportunity to be able to say “I...

The 2020 Coronavirus has become a cultural meme, like Kony 2012, or bitcoin in 2018. I’d guess most people on the planet have talked about it in the last 24 hours. ...

As 2020 gets into full swing it is news of a potentially devastating virus that has gone viral. As such, I thought I would take a look at the the potential economic...

Coronavirus (labelled 2019-nCoV by the World Health Organisation) fears have sent shockwaves through global communities and financial markets in recent days. When the...

Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....