covid-19

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....

When investing in a new company, there's a lot to consider. Past performance, management's track record and future earnings potential are all critical areas to...

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...

Ground hog day continued in markets over July, with many countries experiencing stop, start, stop outcomes on Covid-19 progress. Countries that are targeting...

I do not have proof in the form of hard data in front of me. But I am nonetheless sure that great companies make their easiest and largest gains versus the competition...

Goldman Sachs' economists write this morning: We now expect that at least one vaccine will be approved by the end of 2020 and will be widely distributed by the end of...

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...

The recovery in the Australian equity market from the lows in March has left some investors perplexed. How can equity markets be rising when the real economy has...