COVID

After three years of lockdowns, China has officially signaled its intention to join the rest of the world in living with COVID.

Investors’ ability to “look through” the headlines and invest based on future expectations has surprised many experienced professionals. Firetrail analyst Sean Drennan...

Don’t feel guilty about having a holiday. We genuinely hope you had an absolute cracker. But I hope it’s not immodest to point out that while you were kicking back,...

One is inflation, second is COVID, third is debt on both public and private balance sheets. Here we provide a few factors we've been considering at Pella Funds...

When receiving my jab last month (thank you nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing....

By now it is obvious that Australia’s chosen pathway to managing Covid and ending lockdowns requires a greater uptake of vaccinations. The odds of dying from the...

By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border...

The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest...

Since late last year we’ve viewed 2021 as a year of potential and opportunity in global equity markets. While a lot of focus has been on the US and the mega-cap Tech...

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...