covid-19

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...

The retail sector has been key beneficiary of the COVID-19 period in Australia, with record sales growth across many categories and record share prices for online...

In our previous Collection, our duo of Asian markets experts analysed the under-appreciated markets of Asia, besides China. In part two of this three-part Collection,...

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...

How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...

Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...

Persistently low interest rates and a structural decline in economic growth mean global equity valuations should remain high for at least the next decade, says Credit...

COVID’s cruelling of global markets combined with historically low interest rates and flat bond yields has elevated the appeal of private equity. Free from the...

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...

It hasn’t been a good year for Avita Therapeutics (ASX:AVH). The med-tech stock is the worst performer among Livewire readers’ 10 most-tipped small caps, down nearly...

Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding...

Melbourne-based biotech Mesoblast will achieve a world-first that could open up its drug pipeline to a massive market if it wins US Food and Drug Administration...

COVID-19 has well and truly slashed Australia’s residential property market. What was a consistent market, moving 10% either upwards or downwards for the past three...

In the latest episode of our Complexity Premia podcast, portfolio management director Ying Yi and I discuss a range of interesting topics, including: how you can turn...

The latest Listed Managed Investments Monthly for July 2020 focuses on the implied default rates of each debt listed investment trust and compares these figures to...

In the AFR this weekend I write that it now appears Victoria’s tragic second wave peaked around July 31. In early July we started applying our internal forecasting...

At last Friday’s parliamentary appearance, RBA Governor Lowe said that the activity restrictions imposed in Victoria in response to the resurgence of Covid-19 cases...

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably...