covid-19

Why China’s re-opening has proven to be more fizzle than fireworks.

Supermarkets are defensive assets but will their yields remain attractive? Read on for detailed insights on these and other staples.

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

The world's second largest economy is coming out of COVID-19 - and how it unfolds will have big consequences for every investor.

A pragmatic outlook for residential property prices was a key takeaway from my recent chat with MA Financial’s Drew Bowie, which occurred just a day after the...

The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...

The highly regarded (but under-reported) founder of Cooper Investors recently broke cover during an interview that traversed a wide range of topics. His flagship CI...

Whether you’ve been hoping to buy a new car, source fittings to complete a building project, or purchase a new iPhone, you’ve probably experienced frustrating delays...

Even before a hot war broke out in Europe, commodities of all kinds were facing supply and demand challenges in what is a “perfect storm” for global energy. This...

In the heat of the moment during a sell-off, it's easy to make bad decisions, which seem perfectly rational at the time. Tom Stevenson from Fidelity International is...

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...

NZME is New Zealand’s most established media business, reaching a total audience of more than 3.4 million (around 85% of Kiwis). Its portfolio includes the nation’s...

One of the most unexpected by-products of the "COVID cycle" has been the boom in household savings. Yet the enormous fiscal response in most countries may inevitably...

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...

When COVID-19 hit almost two years ago, property was shaken up. The ride might not have been as bumpy as some predicted, but Australians entered a new reality. As the...

Across much of the world, lowered mobility restrictions, large consumer savings balances and central bank policies that remain "easy" suggest growth in 2022 will...

Investors reacted to the emergence of the Omicron variant as they always do when confronted with potentially bad but unquantifiable news. They assumed the worst. The...

Markets had a hissy fit this week as news of the latest COVID variant, Omicron, hit the stands. But is Omicron actually worthy of investors attention? We spoke...

The contrasting worlds of cryptocurrencies (red-hot and risky) and consumer staples (lagging in the wake of the pandemic) are preoccupations of the Alphinity team at...

While the initial economic and market disruption from COVID was short last year, Shane Oliver from AMP Capital says there will be longer lasting implications. He...