covid-19

During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One...

In mid-January, research house SuperRatings said that members could expect ‘solid’ returns in 2020. While 2019 had been a bumper year, powered by one of the best...

After basking in fever pitch risk-on sentiment in the previous week, global markets slumped last week as dour economic forecasts from the U.S. Federal Reserve and a...

Between the 23rd of March and the 8th of June, US equities rose 43%, a massive rally. It is not often after this sort of rally that market participants are left...

The past few weeks have certainly seen their fair share of troubling headlines. From the waves of civil unrest gripping the United States and U.S. / China tensions...

In the AFR this weekend, I write that many investors who exited assets in March, or who felt they profited from the catastrophic price falls in the first few weeks of...

We've always argued that while sporadic outbreaks are likely, bona fide "second waves" in regions that have embraced a proper containment strategy are very unlikely....

Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves,...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

In the past decade there have been two major developments that make working from home more efficient, the roll out of ultra-fast broadband and the technology that...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

Consider a crowded street fair, commonplace to so many of us just 6 months ago. Today, does the thought of visiting the food stalls and shops fill you with fear and...

Global investment markets are currently grappling with the far-reaching ramifications of Covid-19. Unsurprisingly, capital markets have been volatile, reflecting the...

In the past few days, I visited shopping centres in North-West Sydney. Relishing my favourite burrito and treating myself to retail therapy aside, I wanted to gauge...

It was risk on again last week in global markets as seemingly encouraging COVID-19 vaccine trials got investors excited early on, before experts started to raise...

There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there...

The AFR reveals today that the Treasury's gargantuan $60bn forecast miss on the JobKeeper wage subsidy was entirely attributable to the government's reliance on the...

Collins St Value Fund Strategy Paper, May 2020 Written by Anton Lawrence - Chief Strategist Last month we were sitting, as we suspected, at the peak of the health...

In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be...

While the ongoing COVID-19 pandemic is tragic and has been incredibly disruptive to billions of people around the globe, it has provided credit investors with a speedy...