recovery

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...

The market environment presents investors with a challenging juncture. In the short term, a combination of healthy consumer balance sheets, low inflation, low interest...

If it bleeds, it leads. Forgive my crassness, but in journalism, you’ll almost always find the best stories contain conflict. Perhaps it’s also true in markets: as...

Growth investors shouldn’t be scared off in 2021, with plenty of upside remaining for large swathes of the Australian equity universe despite share prices hitting...

As 2020 nears an end, investors face a challenging combination of crosscurrents. On the positive side, the US election has passed with a market-friendly outcome and...

Mike Tyson once said “Everybody has a plan until they get punched in the mouth”. This year we survived being punched in the mouth. In fact, it was a great year from an...

An economic cycle shift from “hope to growth” bolsters the appeal of quality cyclical stocks during the more rapid post-COVID recovery into 2021, say SG Hiscock...

The pace of the pandemic recovery has caught many investors off-guard, including 1851 Capital's Chris Stott, but the manager’s rapid bear-to-bull transformation has...

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...

For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which show how far a sector...

The year has not been kind to Woodside and its peers in the oil and gas patch. In February, the company weathered Tropical Cyclone Damien – the most severe storm ever...

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

Remission or relapse? Inevitable pain for some as government support is unwound and forbearance runs out. Global markets favour central banks, for now There is no...

COVID-19 has claimed many casualties however office life will not be one of them. Rather, our relationship with the office is likely to evolve into one that places an...

Risk assets, in particular the equity market, even after last night, are still pricing in a decidedly V-shaped recovery from the COVID-19 lockdown and subsequent...

There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there...

If market declines make you nervous, then you’re not alone. Especially now, when COVID-19 and its economic impact are fuelling feelings of uncertainty around the...

These are extraordinary times and they have elicited extraordinary measures from government and central banking authorities the world over, as COVID-19 has infiltrated...

In the past week client questions have centred around five key topics. These are our answers. 1. How ‘wrong’ is consensus on economic growth? Traditional...