covid-19

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....

When investing in a new company, there's a lot to consider. Past performance, management's track record and future earnings potential are all critical areas to...

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...

Ground hog day continued in markets over July, with many countries experiencing stop, start, stop outcomes on Covid-19 progress. Countries that are targeting...

I do not have proof in the form of hard data in front of me. But I am nonetheless sure that great companies make their easiest and largest gains versus the competition...

Goldman Sachs' economists write this morning: We now expect that at least one vaccine will be approved by the end of 2020 and will be widely distributed by the end of...

In the AFR today I reflect on the question of when Victoria's COVID-19 crisis will peak, and the ramifications for financial markets, and securitised portfolios of...

The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost...

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse...

The recovery in the Australian equity market from the lows in March has left some investors perplexed. How can equity markets be rising when the real economy has...

Normally investors shun speculative plays in times of market uncertainties, but that’s not been the case with ASX-listed life sciences stocks across the drug,...

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....

Shoppers engaging in retail therapy despite the spectre of even more serious job losses and mounting evidence the virus is far from vanquished. According to the...

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...

Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered...

Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered, but be at new all-time highs? Or that...

Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were...

GFC vs GVC There are no doubt similarities between the shock of the Global Financial Crisis (GFC) and the current Global Viral Crisis (GVC), however the differences...