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...