coronavirus

No-one saw it coming, and no-one wants it to stay. Covid-19 was the Black Swan that roiled society, cascaded into markets and triggered a global economic downturn that...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...

In the AFR today I write that this was the official family’s finest hour—Australia’s own “Draghi moment”—where historic tensions between Scott Morrison’s government,...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

“If you don’t have a god to believe in, I would get one very rapidly”Australian comedian and TV presenter Kate Langbroek explained last night on Channel 10’s The...

The Australian housing market was boosted from mid-last year by the combination of the Federal election removing the threat of changes to negative gearing and capital...

Following on from our “Tracking the Coronavirus (COVID-19)” article last week, we thought we would provide an update to this fluid situation.Munro Partners has been...

A tornado has ripped through markets in the last three months, knocking the S&P/ASX 200 Index down 30% in just 30 days. With countries shutting borders, economic...

Move over capital deployment. Preservation of capital is becoming the strategy du jour for an increasing number of fundies. Andrew Macken, who manages around $500...

With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation...