covid-19

In terms of the global backdrop, the election victory of Joe Biden in the US and news of several potentially highly effective vaccines against COVID‑19 (the disease...

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...

To understand how professional investors think about healthcare in the current environment, I recently asked three experts where they see the most opportunity in 2021,...

Editor's Note: On 8 January 2021 Tesla's Elon Musk pipped ahead of Amazon's Jeff Bezos on the Bloomberg Billionaires Index, officially making him the new world's...

In the AFR I write that after experiencing the mother of all “known unknowns” via this awful, one-in-100 year pandemic, you’d be brave to venture into the forecasting...

Each December Livewire asks you to nominate your #1 stock tip for the following year. Once the results are in, we track the stocks' performance using the Sharesight...

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...

We believe the one thing investors cannot ignore in 2021 is whether the businesses they are invested in have pricing power. Many people are forecasting an increase in...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...

The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021. But where will the biggest gains be found? In beaten-down cyclicals,...

Precious metal prices dropped sharply toward the end of November, with the USD price of gold falling by more than 6% across the month. This was spurred by investor...

An economic cycle shift from “hope to growth” bolsters the appeal of quality cyclical stocks during the more rapid post-COVID recovery into 2021, say SG Hiscock...

The pace of the pandemic recovery has caught many investors off-guard, including 1851 Capital's Chris Stott, but the manager’s rapid bear-to-bull transformation has...

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...

Listed healthcare companies, including those in medical technology, biotechnology and pharmaceuticals are among some of the most defensive assets, so are particularly...

For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which show how far a sector...

Technology is the standout stock sector for the Credit Suisse multi-asset team, which favours the category despite its overarching neutral view on equities, says CIO...

Local market was aimless and volatile all day before ending slightly positive. We were catching up from yesterday’s ASX shutdown after the first 30 minutes. US market...

In more terrific news overnight, Moderna Inc. revealed that its "experimental coronavirus vaccine was 94.5% effective at protecting people from COVID-19 in an early...