WhatyouNeedtoKNOWin2022

When COVID-19 hit almost two years ago, property was shaken up. The ride might not have been as bumpy as some predicted, but Australians entered a new reality. As the...

Just when you thought it was safe to go out maskless, Omicron has sent markets into another fit. In the crosshairs are the usual suspects, particularly airline and...

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...

As we enter 2022 one business that we think is well-positioned to prosper even in the event of an inflationary environment is a company called Raiz. Raiz is a...

Macroeconomic worries weigh on investors as 2021 comes to a close and look set to continue well into 2022. The hottest topic has been inflation, which is running at a...

In a world of short attention spans and instant gratification, few people have been shocked by the speed of the recovery since the March 2020 dislocations. The...

If 2020 was the year for China’s markets to outperform, the baton was passed to India and other regional markets in 2021. One of the most obvious reasons to invest in...

Much has been written about the growing divergence between value and growth. Some say it is due to company-specific challenges and missteps, while others attribute it...

In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. So, what is this holy grail...

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...