recession

Visibility to recovery helped value shares outperform by a wide margin. Better growth prospects for the next two years at a fraction of the price could be the impetus...

How do you spot the coming shift from growth to value? Ride the winners. That’s the obvious investment strategy favoured at the end of a cycle. It’s easy, really. Just...

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

Have you ever heard of the Depression of 1920-1921? In the U.S., where historical data are extensive, reliable and widely available, it was painfully sharp but...

Value stocks have copped a hammering in recent years, but there are several reasons why the investing style isn't fundamentally broken. The last decade or so has not...

Local market started negative on global investor selling on currency trade before returning to buy some back in the back half of the day as AUDUSD recovered to finish...

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

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...

The World Wide Pandemic Recession of 2020 will end. History is clear – all recessions have a start and an end. An economic downturn is always followed by economic...