coronavirus

Now GDP is the cumulative amount we all earn through the course of 12 months. It is a flow, and must not be confused with either the total value of assets across the...

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...

There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel. Last week New Zealand reached a fantastic milestone in the fight against...

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the...

The past few weeks have certainly seen their fair share of troubling headlines. From the waves of civil unrest gripping the United States and U.S. / China tensions...

In the AFR this weekend, I write that many investors who exited assets in March, or who felt they profited from the catastrophic price falls in the first few weeks of...

We've always argued that while sporadic outbreaks are likely, bona fide "second waves" in regions that have embraced a proper containment strategy are very unlikely....

After a roughly 35% plunge from their February high point to their lows around 23 March on fears regarding of global recession on the back of the...

Update - Friday 12/6/2020 - since this article was written we have started to make some significant asset allocation decisions - we want our Members and investors...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market we concluded that the...

Central banks and governments have injected ~US$18 trillion into the financial system since February 2020 to cauterise the bleeding in economies and markets. But...

There has been much debate about the short-term economic and investment impact of coronavirus – on economic activity, unemployment, interest rates, house prices,...

The AFR reveals today that the Treasury's gargantuan $60bn forecast miss on the JobKeeper wage subsidy was entirely attributable to the government's reliance on the...

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...

During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and...

This week would have been Federal Budget week and the Australian Treasurer would have been announcing budget surpluses. Of course, coronavirus intervened, and the...

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...

Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The...

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises...