covid-19

HOW TO PLAY THE RECOVERY TRADE The hopes for a vaccine sent the Dow up 911 or 3.85% on Tuesday - the market was flying along with its hair on fire. The S&P 500 was up...

Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned...

During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and...

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses...

Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The...

As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Management. Late last year when David last spoke with Phil, Phil believed that it...

Wall St up again. It's a wonderful thing. But it's a technology sector thing in the US and as you all know, our technology sector is not big. Theirs is. Here is a...

Record declines in employment and hours worked have been met with record policy stimulus. In this note, I delve into the scale of the income shock facing the consumer...

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...

The global economy has suffered a fierce blow as the COVID-19 pandemic has spared few – if any – regions and industries. Equity markets have followed suit as the hit...