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...