recovery

Find out why this fundie is more bullish than bearish when looking ahead.

China's recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?

Global markets have capitulated since the NASDAQ 100, proxy for US growth and tech stock performance, reached an all-time high in November 2021. The falls are the...

While the Omicron variant may end up slowing the pace of recovery, we still expect one final rally in reflation sectors, pushing the share market higher into next...

As we attempt to settle into the new 'normal' post lockdown, there is a light at the end of the tunnel with Australian stocks powering ahead. That said, our analysts...

The backdrop for Europe is increasingly positive, but there are risks that warrant caution. The economic recovery is well underway: gross domestic product growth in...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...

There's been a rash of IPOs in 2021 so far. Some of the largest are those of Latitude Group Holdings Limited (ASX:LFS); last week’s Australian Clinical Labs Limited...

In this wire, I explore the numerous opportunities we continue to see in the Australian and global market to generate income and capital growth, identify three stocks...

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...

Pro-value cycles have historically been long and durable. The evidence suggests we are in the early stages of what may be a powerful period of value outperformance....

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...

The title of this article is a famous quote from Humphrey Bogart which couldn’t be more apt right now. Everyone has a favourite reopening trade. With some travel names...

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic...

"Things are never as good as they seem or as bad as they seem" Legendary investor Sir John Templeton Last week the ABS (Australian Bureau of Statistics) released the...

They’re not sexy but they’re dependable: Aussie banks and mining companies are overweight positions for Credit Suisse stock-pickers, as they walk the line between...