coronavirus

Q1 2020 was another positive one for gold, with the price rising by 4% in USD terms. The rally, which saw the gold price end March 2020 just below USD 1,600 per troy...

To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its...

Earlier this week I published a wire in which one of Australia’s most experienced investors, Robert Millner, Chairman of Washington H Soul Pattinson, raised an...

We have published a more formal paper on our internal forecasting method for COVID-19, which has projected a peak in the new infection cases in the US and Australia in...

Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. "We...

We often hear from policymakers the desire to get to the “other side” of the COVID-19 crisis, but what exactly does that look like? Will we spring back to the...

Hoard your powder and keep it dry. That’s the key message from billionaire Robert Millner, Chairman of Washington H Soul Pattinson (WHSP), for investors in response to...

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...

In over 15 years of writing opinion pieces in newspapers, very few have had such a positive response as this AFR column today proposing that the Prime Minister pivot...

Cash is king. This is a common phrase heard particularly in times of market stress, but long term investors will well know that in the long run, cash as an asset class...

March 2020 will live long in the memory in investors’ minds. The unprecedented shutdown of developed and emerging market economies to halt the spread of coronavirus...

One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus Capital and Steve Johnson from Forager Funds was for investors to check...

Today we spoke with Marcus Padley of Marcus Today about trading during the Coronavirus Crash. Topics on the agenda; how Marcus & Nucleus Wealth have performed thus far...

Enclosed are the latest forecast and infection/fatality data from our real-time COVID-19 tracking systems. We've also included some new analytics, such as benchmarking...

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis. The challenge for investors is working...

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of...

Global and Australian shares have fallen well beyond the 20% decline commonly used to delineate a bear market. From their highs to their recent lows major share...

Welcome to our inaugural Buy Hold Sell episode recorded on Zoom! With COVID-19 effectively cancelling the economy, generating cash flow is of utmost importance to a...

The global events that have occurred at rapid pace over the past few weeks have led to unprecedented government policy action from major economies, including the US,...

“I try to learn from the past, but I plan for the future by focusing exclusively on the present. That's where the fun is.” Donald TrumpYesterday evening saw the...