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...