covid-19

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...

The retail sector has been key beneficiary of the COVID-19 period in Australia, with record sales growth across many categories and record share prices for online...

In our previous Collection, our duo of Asian markets experts analysed the under-appreciated markets of Asia, besides China. In part two of this three-part Collection,...

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...

How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...

Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...

Persistently low interest rates and a structural decline in economic growth mean global equity valuations should remain high for at least the next decade, says Credit...

COVID’s cruelling of global markets combined with historically low interest rates and flat bond yields has elevated the appeal of private equity. Free from the...