VACCINE

In massive news overnight, Pfizer and its German partner BioNTech have reported that its novel, two dose "mRNA" vaccine has been more than 90% effective thus far in...

The US election outcome is largely irrelevant for investors, whose focus should remain on the race for a COVID vaccine; structural and transient trends flowing from...

In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and...

Investor sentiment in the time of COVID has propelled some stocks and disrupted others, in the process creating some once-in-a-lifetime opportunities, says Paradice...

Our global pharmaceutical team is confident there will be a positive Phase 3 testing result from at least one of the four major trials by the end of the year after...

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...

The next four to six weeks have the potential to make or break markets. With speculation regarding a COVID-19 vaccine dominating headlines, how can an investor...

The Covid-19 vaccine debate produces a basic conundrum for investors: will companies that have performed well during the pandemic suddenly flop if a vaccine is...

The Covid-19 pandemic may have brought the world to its knees through both its impact on health and the restrictions imposed in an attempt to control the virus. But...

It is unlikely global sharemarkets would have rallied back from March lows to all-time highs without optimism over a Covid-19 vaccine. And while progress towards...

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably...

When is Magellan’s Hamish Douglass going to spend the $11 billion his Global Equities strategy has sitting in the bank? And what’s he going to buy? The deployment of...

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...

In Why you should fear the big bad bear my colleague Patrick Poke and popular Livewire contributors Jerome Lander, Kate Samranvedhya, Anton Tagliaferro and Donald...

In the latest episode of our Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of issues, including: why the emergence of effective COVID-19...

In the AFR today I write that the next big pivot-point for markets in the months ahead will likely be the advent of vaccines. To read the full column click here or AFR...

2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...

It was risk on again last week in global markets as seemingly encouraging COVID-19 vaccine trials got investors excited early on, before experts started to raise...

HOW TO PLAY THE RECOVERY TRADE The hopes for a vaccine sent the Dow up 911 or 3.85% on Tuesday - the market was flying along with its hair on fire. The S&P 500 was up...