covid-19

A sharp intellect and unflappable demeanour - that's my overwhelming reaction to Allan Gray Australia's Simon Mawhinney, the subject of Livewire’s latest Rules of...

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...

In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening...

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. US Federal Reserve Chairman, Jerome Powell, thinks the current...

There were sober reflections on both his flagship fund’s below-benchmark performance and the extraordinary market events that led it there, but no apologies from the...

Nathan Lim developed an early sense of self-reliance, immigrating as a child to Vancouver, Canada. His parents moved there with Lim and his older brother when the...

Morgan Stanley has a decidedly bullish view on the trajectory of the global economy and, by extension, markets for 2021. We view 2021 as the start of a...

The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Perhaps most remarkable has been the speed with which...

Credit investors have good reason to be optimistic about the global recovery trajectory over the next few years, but mainly in developed markets including Australia,...

If cash is king, then rent is an ambitious prince for listed property investors. It’s all (mostly) about rental income for those sifting real estate investment trusts...

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

Income investors, many aged 65-years and over, were knocked for six last year as dividends dried up. Each of Australia’s big four banks either suspended or slashed...

"Things are never as good as they seem or as bad as they seem" Legendary investor Sir John Templeton Last week the ABS (Australian Bureau of Statistics) released the...

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

This year is widely billed as one of reopening and recovery for financial markets around the world, but one shouldn't rely solely on a turnaround of COVID-loser...

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...

Following a year of stark contrasts, many investors are left scratching their heads. By traditional definitions, the long bull market that started in 2009, finally...

Growth investors shouldn’t be scared off in 2021, with plenty of upside remaining for large swathes of the Australian equity universe despite share prices hitting...

Plus, shares in battery graphite producer Syrah hitch an electric vehicle ride while Mincor looks set to follow suit in the name of nickel. Buying into one of the...

One of the features of the FY20 reporting season was the excellent cashflow performance of most Australian small cap companies. With the onset of COVID-19, many...