coronavirus

Enclosed for your benefit are screen-shots from our proprietary COVID-19 tracking and forecasting systems, which are updated live every 15 minutes. To understand the...

What does the world look like in 2022? It’s a guidepost that’s driving Capital Group Vice Chairman Rob Lovelace as markets remain volatile and the world copes with...

Markets have become considerably more volatile after a surprise ‘price war’ erupted in the oil market. This occurred after Russia refused Saudi...

As we move through “peak virus”, our team has spent time reflecting on significant trigger points that might precipitate fundamental changes in future market...

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...

“There are decades where nothing happens, and there are weeks where decades happen.” — Vladimir LeninAs highlighted on Friday, governments have stepped up around the...

Coronavirus is tightening its grip in the US and Eurozone, where it’s expected to cause significant economic disruption. This has repercussions for Asia Pacific...

When we last spoke to Jonathan late last year, he noted that there was hardly any distressed debt on the market for him to buy. Now there's a feast. In today's...

No-one saw it coming, and no-one wants it to stay. Covid-19 was the Black Swan that roiled society, cascaded into markets and triggered a global economic downturn that...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19.The RBA has just put in place another 25bps cut as we speak...

In the AFR today I write that this was the official family’s finest hour—Australia’s own “Draghi moment”—where historic tensions between Scott Morrison’s government,...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

“If you don’t have a god to believe in, I would get one very rapidly”Australian comedian and TV presenter Kate Langbroek explained last night on Channel 10’s The...

The Australian housing market was boosted from mid-last year by the combination of the Federal election removing the threat of changes to negative gearing and capital...

Following on from our “Tracking the Coronavirus (COVID-19)” article last week, we thought we would provide an update to this fluid situation.Munro Partners has been...

A tornado has ripped through markets in the last three months, knocking the S&P/ASX 200 Index down 30% in just 30 days. With countries shutting borders, economic...

Move over capital deployment. Preservation of capital is becoming the strategy du jour for an increasing number of fundies. Andrew Macken, who manages around $500...

With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation...