pandemic

The last financial year was all about the rising cost of capital in response to stubbornly high inflation rates. This led to three themes that dominated the market: ...

Nikko AM's Iain Fulton discusses the importance of earnings and highlights a troubled sector where tomorrow's leaders could come from.

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The Investment team behind the Pengana...

Pandemic Property Price Pop: Globally, property prices have been juiced to historically expensive levels thanks to pandemic (over)stimulus. As an indication of just...

Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. The...

Investors rejoice, equity markets are showing sustained signs of normality after the rollercoaster ride of last year, according to Epoch Investment Partners managing...

As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected, retail and office, and assessing how these sectors will...

Times like these, as tough as they are, create opportunity. In this wire, Loomis Sayles' vice president and global equities portfolio manager, Eileen Riley, reveals...

In the AFR today I write about what an incredible week it was for markets. The fourth-largest monthly decline in unemployment on record and yet the Aussie dollar fell...

There have really been three key phases to investment markets over the last year: the chaos at the start of the pandemic, followed by the incredible financial...

Turbo-charged US economic growth underpinned by record levels of cash stimulus bodes well for global stock investors over the shorter term at least, says Ellerston...

Defying, at least temporarily, its defensive characteristics, listed property valuations in 2020 and 2021 responded to many of the same pandemic-linked stimuli as...