coronavirus

In the AFR this weekend I write that it now appears Victoria’s tragic second wave peaked around July 31. In early July we started applying our internal forecasting...

Western Europe suggests Victoria’s cases will continue fallingAfter analysing Western European data, their collective outcome suggests that Victoria’s lockdown...

The almost $30 billion Australians have yanked from their super during the government’s early release program is anything but free money, BetaShares modelling shows....

Goldman Sachs' economists write this morning: We now expect that at least one vaccine will be approved by the end of 2020 and will be widely distributed by the end of...

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

In the latest episode of our Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of issues, including: why the emergence of effective COVID-19...

In what follows, I wish to deal with how the UK’s engagement with China will stress and strain in the near-term, but should inevitably see them collaborate in a way...

In the AFR today I write that the next big pivot-point for markets in the months ahead will likely be the advent of vaccines. To read the full column click here or AFR...