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...