covid-19

The world is currently experiencing a period of very strong global economic growth, with productive economies reopening and vaccine rollout. This has been a product of...

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...

It’s official. As announced on 19 July, the United States National Bureau of Economic Research (NBER) determined that last year’s US recession* ended in April – just...

The Magellan Financial Group CIO Hamish Douglass and his team clearly spend many hours weighing risks. And he seems to have a knack for tuning out the market noise...

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

For many of us, the current COVID-19-induced travel clampdown is obviously a downer. But for investors, the associated pullback in the price of travel stocks – like...

IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have...

Conditions could not be more supportive at the moment, but inflection points on the horizon will wind excesses out of Australian investment markets, as China eases its...

In the AFR today I write that a crucial new development in the COVID-19 debate has been State governments declaring their hands on when Australia should resist...

Record-level household savings, robust demand for Australian commodities and a rapidly recovering domestic economy add up to a rosy outlook for Australian equities,...

Coolabah has attempted to forecast both the advent of "herd immunity" in Australia and when governments will be comfortable opening-up our borders to both inflows and...

Sustained inflation will remain elusive and the recent uptick is transitory rather than part of a longer-term shift, says Jamieson Coote Bonds' Charlie Jamieson....

Dawn Kanelleas and Dr Philipp Hofflin, prominent stockpickers from two well-established Australian equity fund managers, recently gave their respective takes on local...

There’s huge ambivalence in financial markets at the moment, driven by a range of things. Is inflation going to pick up? How quickly will COVID vaccines be distributed...

Fixed-income investors have plenty of reasons for optimism despite credit assets’ historically high prices and stimulatory tailwinds that are almost blown out, says...

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...

Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of...

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...

Morgan Stanley has just released its mid-year global update. This is an opportunity for our global team of more than 750 analysts, strategists and economists in 21...