recovery

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...