coronavirus

The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...

Australia's exceptional efforts in flattening the COVID-19 curve quickly and crushing viral transmissions means that we may be a victim of our own success. The...

In an yet-to-be-published interview with an overseas media outlet, one of my data scientists touches on the shortcomings associated with the theoretical approaches...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

Along with massive fiscal stimulus globally to deal with the impact of coronavirus shutdowns on the economy, the last month or so has also seen massive monetary easing...

We’ve seen the panic. Now we’re enjoying the relief. But the worst is yet to come - and then what? That’s the big issue on the mind of Chris Watling from Longview...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...

The best way I can think to describe what happened on Friday was that this was US Federal Reserve chair Jerome Powell's "Dirty Harry moment". Whatever guns the hedge...

A lot of people think a model and a forecast are the same thing. They aren’t. They are very different and knowing when you can forecast, and when you can only model is...

We've called the peak in new COVID-19 infections in Australia, which appears to have occurred a week or two ago in line with our contrarian March forecasts (see the...