covid-19

In the latest episode of our Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of issues, including: why the emergence of effective COVID-19...

In the AFR today I write that the next big pivot-point for markets in the months ahead will likely be the advent of vaccines. To read the full column click here or AFR...

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...

Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options. ...

2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

One question we have been regularly asked is when will Victoria's second COVID-19 wave actually peak. We can use our existing COVID-19 forecasting systems to address...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

Through the pandemic, global fiscal support packages have gone a long way towards helping to offset the decline in corporate and household income. In the U.S., where...

The ASX200 fell roughly 10% in the financial year just finished, which included a terrifying 35% plunge and euphoric 30% rally in a 16-week period. This loss-making...