COVID 19

The disastrous overreaction to Covid 19 by Australian Governments will leave Australia worse off on health and economic grounds for decades

The Oaktree Capital founder and committed contrarian discusses macro forecasting and powerful lessons from his previous calls

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...

Central banks in advanced economies have come to realise elevated inflation will persist for longer. They no longer see inflation as transitory, and recognise it will...

L1 Capital is perhaps best-known for its listed investment company, which made headlines for all the wrong reasons when it launched almost exactly three years ago. ...

Myths abound. Is a bubble forming in shares? How long will the reflation trade last? Are we in a new mining super cycle? Is it over for technology and growth shares?...

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...

The COVID-19 pandemic has further ingrained the idea that disruptive businesses represent the economy of both the future and of today. It has also helped embed the...

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When the pandemic hit,...

Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses...

Very few companies are currently experiencing what could be regarded as a normal operating environment. Other than utilities and other providers of staple goods or...

When is Magellan’s Hamish Douglass going to spend the $11 billion his Global Equities strategy has sitting in the bank? And what’s he going to buy? The deployment of...

The SARS-CoV-2 virus is the latest pandemic virus to have blighted us. The process of genetic trial and error created yet another exceptionally potent pathogen. As...