covid-19

“If isolation is the furnace of transformation, I could be ashes by now.” ― Stephen Christian, The Orphaned Anything's: Memoir of a Lesser Known.US equity markets fell...

From the March 23rd intra-day low of 4,429 to the current close, the ASX All Ordinaries index has rallied 19.4%. This begs the obvious question: is it time to go all...

In the space of just a few short weeks, governments and central banks globally have thrown absolutely everything at the COVID-crisis. The trillions of dollars of...

At times like these, old contacts of mine start to resurface, asking me what I think will happen next in markets. If I could predict markets, I'd have shorted the...

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...

In over 15 years of writing opinion pieces in newspapers, very few have had such a positive response as this AFR column today proposing that the Prime Minister pivot...

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...

The equity sell-off amid the COVID-19 coronavirus outbreak has been remarkable for its speed and severity, with all sectors negatively impacted. But as in previous...

When COVID-19 (coronavirus) first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue,...

The US forces stationed in the Philippines in 1942, faced an impossible task. The Japanese Imperial army had taken control of most of South East Asia and there would...