covid-19

With exploding volatility, extensive business disruption, and unprecedented levels of uncertainty, it is more important than ever for financial planners and investors...

We've called the peak in new COVID-19 infections in Australia, which appears to have occurred a week or two ago in line with our contrarian March forecasts (see the...

‘Unprecedented’ is a word that has slipped into our collective vocabulary largely unnoticed these last few weeks, but with...

If the recent market rally has taken you by surprise, you’re not alone. Since hitting a low around 23 March, the S&P/ASX200 Index has rebounded almost 20 per cent,...

We believe markets are still overly optimistic and are failing to properly consider the ongoing challenges. As such, the current bounce may prove to simply be a bear...

COVID-19, the black swan event virus that heralded the end of the sharemarket’s longest bull run ever, has led to extreme volatility and some of the biggest market...

Sustainable investing has grown exponentially in recent years. In the US, net flows into sustainable funds reached $20.6 billion in 2019, more than four times the...

Global equity markets have surged higher over the past 24 hours on the back of positive developments in the containment of COVID-19. Sunday saw a significant pull-back...

Consistent with our contrarian March forecast, Australia appears to have passed through its peak in new infection cases, and successfully flattened its curve, which is...

In the past week client questions have centred around five key topics. These are our answers. 1. How ‘wrong’ is consensus on economic growth? Traditional...