covid-19

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records Even after the recent pullback as a result of news of a likely COVID...

Global equities wobbled on Thursday but overall it is looking increasingly as though markets didn’t really need a ‘blue wave’ US election after all. The MSCI World...

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted...

This week – less than a year after the COVID-19 coronavirus first emerged – biopharma companies Pfizer and BioNTech announced that their novel vaccine candidate for...

John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that Bronte Capital miscalculated at the beginning of the pandemic, along with what...

In massive news overnight, Pfizer and its German partner BioNTech have reported that its novel, two dose "mRNA" vaccine has been more than 90% effective thus far in...

Australia’s media sector was smashed during COVID as consumers’ focus was diverted from roadside billboards and radio ads – but some segments are bouncing back...

2020 has seen volatile markets globally. However as we head in to 2021, investors are beginning to think of how to position their portfolios for the post-COVID...

Portfolios combining bonds and equities thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher. With the...

The US election outcome is largely irrelevant for investors, whose focus should remain on the race for a COVID vaccine; structural and transient trends flowing from...

In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and...

New investments in the Forager International Shares Fund were made at a rapid rate during the quarter. Two of them were thanks to the huge level of activity in the...

Ageing roads, outdated railways and undersized airports: the already massive infrastructure challenge facing countries of the world is now gargantuan – a US$5.5...

Back in 2002 Alliance Aviation Services (ASX:AQZ) commenced flying with just two aircraft. Today, the operating aircraft fleet size has grown to 43, with a further 14...

Investor sentiment in the time of COVID has propelled some stocks and disrupted others, in the process creating some once-in-a-lifetime opportunities, says Paradice...

Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its...

A couple of beaten up travel firms and a promising labour hire outfit are part of the unmissable opportunity of this “most hated bull market,” says Monash Investors’...

Picture 8,000 Boeing 747s crammed with glass vials and syringes – no, it isn’t a novel solution to airlines’ COVID woes, but a stark illustration of the logistical...

The next four to six weeks have the potential to make or break markets. With speculation regarding a COVID-19 vaccine dominating headlines, how can an investor...

The Covid-19 vaccine debate produces a basic conundrum for investors: will companies that have performed well during the pandemic suddenly flop if a vaccine is...