coronavirus

Q1 2020 was another positive one for gold, with the price rising by 4% in USD terms. The rally, which saw the gold price end March 2020 just below USD 1,600 per troy...

To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its...

Earlier this week I published a wire in which one of Australia’s most experienced investors, Robert Millner, Chairman of Washington H Soul Pattinson, raised an...

We have published a more formal paper on our internal forecasting method for COVID-19, which has projected a peak in the new infection cases in the US and Australia in...

Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. "We...

We often hear from policymakers the desire to get to the “other side” of the COVID-19 crisis, but what exactly does that look like? Will we spring back to the...

Hoard your powder and keep it dry. That’s the key message from billionaire Robert Millner, Chairman of Washington H Soul Pattinson (WHSP), for investors in response to...

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...

In over 15 years of writing opinion pieces in newspapers, very few have had such a positive response as this AFR column today proposing that the Prime Minister pivot...

Cash is king. This is a common phrase heard particularly in times of market stress, but long term investors will well know that in the long run, cash as an asset class...