covid-19

From complacency to fear to excitement. Such is the journey of an investor. Right now investors with capital to deploy should not be afraid but excited – and of...

As Warren Buffett famously said: 'Be greedy when others are fearful'. It's simple advice that's pretty easy to give, but much harder to follow, particularly when...

“If you don’t have a god to believe in, I would get one very rapidly”Australian comedian and TV presenter Kate Langbroek explained last night on Channel 10’s The...

Andrew Clifford and the team at Platinum Asset Management have an advantage over most investors, and it’s not just the decades of investing experience they have racked...

With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation...

COVID-19 is a fast-moving and fluid situation. The most likely outcome of the efforts to contain this health emergency is a near total shutdown of the world’s economy...

"In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and...

The closure of Cambridge University in 1665 because of the bubonic plague forced Isaac Newton to work from home. There he discovered that white light contained all...

The bond market has a reputation for seeing what is coming before other asset markets begin to adjust. While equity markets embarked upon a feverish rally in January...

In today's emergency podcast, our attention turns to one of the most volatile periods in money markets we have seen in a century. We thought given the uncertainty,...

US equity markets clearly remain in the ‘Panic’ phase of this pullback. If history is any guide, that will soon be followed by a short-covering relief rally (possibly...

Markets have seen one of their sharpest & fastest selloffs in history. FOMO in January has now been replaced by sheer panic - when you are in the eye of the storm it...

One factor I have been watching closely is the spread of the coronavirus through summer or tropical countries. For most of February, it appeared travellers brought...

This morning the US Federal Reserve has thrown the kitchen sink at the markets – they have cut interest rates to zero (0 to 0.25%) and announced $700bn in money...

In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a virus problem, and...

They say that truth is the first casualty, but I would suggest that ‘perspective’ is actually the first to go. Case in point: 2 people in a supermarket having a...

Whilst everyone is focused on the fall lets focus on the bounce. In the GFC the market fell 54% and took 12 years to recover its high. The bank sector fell 56%, and...

During February, global high-yield bonds and US investment-grade debt were trading at record low yields as the bond market’s prolonged bull run continued into...

At the beginning of this year when we wrote our outlook for 2020, we were more positive than most on the idea that the housing cycle was moving into full swing, which...

The ASX200 has collapsed by more than 20% in just three weeks since COVID-19 went global. When markets fall so far and fast, it induces a state of panic for many...