coronavirus

Wall St up again. It's a wonderful thing. But it's a technology sector thing in the US and as you all know, our technology sector is not big. Theirs is. Here is a...

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told...

I’d like you to take a quick guess. How many dollars’ worth of fiscal and monetary stimulus do you believe has been pumped into the global economy since the start of...

Back in January when the bushfires were raging, I feared Australia’s luck had ran out. But right now, I thank god I live in The Lucky Country! Donald Horne’s original...

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

In looking at the health of the Australian economy and its ability to recover from Coronavirus shutdowns it is easy to focus on the big end of town. The insolvency of...

Sit in cash and suffer portfolio drag? Or go “all in” and risk testing the bottom with no bullets to spare? That’s the single most important question on the minds of...

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data...

The property market catchcry "location, location, location" has been disrupted by coronavirus, according to Andrew Schwartz, Group Managing Director of property debt...

We now look to be passing through the current peak of global infections for the coronavirus induced COVID-19 disease according to our live data-tracking systems and...

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

Australian Property has caught Coronavirus: the strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction...

An Open Letter from Concerned Australians on Trade-offs During the COVID-19 Crisis The views expressed are those of the signatories and not necessarily those of...

In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...