covid-19

Buying niche opportunities before they hit the big-time is every investor’s dream. And we’re not talking about speculative tech or wildcat miners, but fixed income....

You might be laughing if you hold a stake in the likes of Maersk or the Mediterranean Shipping Company, given the combination of COVID’s supply chain snarls and the...

Is the COVID pandemic testing the defensive nature of unlisted infrastructure? The answer may lie in diversification between the different types of infrastructure...

The issue with equity market income - ASX200 While equity market income has been a crucial part of total return for over 100 years and sometimes the sole contributor,...

September and October are typically weak seasonal times for equity markets. So far, for September, the ASX200, S&P500 and MSCI World ex-Australia in Australian dollar...

Since General Property Trust became Australia's first ASX-listed real estate investment trust 50 years ago, the pitch has barely changed. Australian real estate...

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that's not all. Australia's franking...

Industrial property is characterised by large warehouses on a city's outskirts. As an investment option, it's easily overlooked in favour of glossy alternatives. But...

The Juukan Gorge disaster has become the ultimate lesson for the future of ESG investing. The disastrous failures to protect historically significant sites that last...

The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively. Not bad when you consider the economic ravages...

The “reopening trade” was a dominant topic among investors as recently as just a few months ago, as we lifted our heads and began to imagine a life without lockdowns,...

They are officially back. The August reporting season re-opened the treasure chest of dividends, but are they destined to stay? Banks have announced record buybacks,...

One of our preferred market valuation indicators is the CAPE model derived from macroeconomic fundamentals. The basic idea is that lower levels of interest rates...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we're seeing a return to lockdowns and other socially...

Over the last few months, we have seen the focus of the world’s media shift from the original COVID-19 strain to its younger sibling – the delta variant. The remainder...

The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost...

Has dependable, authoritative knowledge ever been more valuable? After all, we live in an age where our trust in things has never been so tested, and so often, where...