VACCINE

Markets split between costly AI and undervalued sectors. Vaccine makers offer cheap valuations and steady income amid uncertainty.

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund. In particular,...

When receiving my jab last month (thank you nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing....

Google searches for “inflation” are higher now than at any time since such things were first measured around 13 years ago. It’s partly a natural reaction to the...

Coolabah has attempted to forecast both the advent of "herd immunity" in Australia and when governments will be comfortable opening-up our borders to both inflows and...

There have really been three key phases to investment markets over the last year: the chaos at the start of the pandemic, followed by the incredible financial...

The psychologists call it middle child syndrome. The firstborn gets the responsibilities and privileges. The youngest is the over-indulged baby. But what about the...

Morgan Stanley has a decidedly bullish view on the trajectory of the global economy and, by extension, markets for 2021. We view 2021 as the start of a...

The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Perhaps most remarkable has been the speed with which...

Defying, at least temporarily, its defensive characteristics, listed property valuations in 2020 and 2021 responded to many of the same pandemic-linked stimuli as...

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

The past year has not smiled on forecasters. Making predictions about 2021 therefore demands even more humility than usual. Covid-19 quickly made our concerns 12...

As the coronavirus pandemic rages throughout most corners of the globe, the race is heating up to obtain approval for an effective vaccine. In the last fortnight or...

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...

In more terrific news overnight, Moderna Inc. revealed that its "experimental coronavirus vaccine was 94.5% effective at protecting people from COVID-19 in an early...

Today, investors find themselves in the midst of a “growth at any price” bubble, characterised by very high concentration in market capitalisation, narrow performance...

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted...

This week – less than a year after the COVID-19 coronavirus first emerged – biopharma companies Pfizer and BioNTech announced that their novel vaccine candidate for...