recession

Fixed income is marketed to investors as a defensive asset class, as a general rule offering principal and income security combined with liquidity. That is the major...

Earlier this week I published a wire in which one of Australia’s most experienced investors, Robert Millner, Chairman of Washington H Soul Pattinson, raised an...

We often hear from policymakers the desire to get to the “other side” of the COVID-19 crisis, but what exactly does that look like? Will we spring back to the...

Every cloud has a silver lining and working at home has presented a few. I’ve learned that a 7am walk into the deserted countryside is a much better start to the day...

One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus Capital and Steve Johnson from Forager Funds was for investors to check...

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of...

Global and Australian shares have fallen well beyond the 20% decline commonly used to delineate a bear market. From their highs to their recent lows major share...

Welcome to our inaugural Buy Hold Sell episode recorded on Zoom! With COVID-19 effectively cancelling the economy, generating cash flow is of utmost importance to a...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...

Coronavirus is tightening its grip in the US and Eurozone, where it’s expected to cause significant economic disruption. This has repercussions for Asia Pacific...

In the face of the most serious global health crisis in more than a century, fiscal and monetary policymakers around the world will very likely have to pull out all...

15 trading sessions: That’s all it took for the ASX200 to collapse by a stunning 32% as of midday today, erasing four whole years of gains. This is a conundrum...

Coronavirus concerns have swept through financial markets. Globally, stocks have endured some of their worst performances since the days of the financial crisis. For...

Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise, posing increasing uncertainty over the impact on...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...

As a turbulent year for the global economy, financial markets, and politics recedes in the rearview mirror, we look ahead into 2020, mapping out both the likely path...

At the start of 2019, I selected a A recession proof, property proof ASX portfolio for Livewire. An equal weighted investment in the 12 stocks would have returned...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...

This time last year at the Credit Suisse Global Perspectives forum, I argued that we were not likely to have a new recession any time soon, despite widespread fears. ...

The claim that Australia has gone 28 years without a recession since the early 1990s recession ended in 1991 has been subject to some criticism in recent times with...