covid-19

Normally investors shun speculative plays in times of market uncertainties, but that’s not been the case with ASX-listed life sciences stocks across the drug,...

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....

Shoppers engaging in retail therapy despite the spectre of even more serious job losses and mounting evidence the virus is far from vanquished. According to the...

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...

Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered...

Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered, but be at new all-time highs? Or that...

Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were...

GFC vs GVC There are no doubt similarities between the shock of the Global Financial Crisis (GFC) and the current Global Viral Crisis (GVC), however the differences...