reopening

Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges remain. Global investors have some dangers...

The world's second largest economy is coming out of COVID-19 - and how it unfolds will have big consequences for every investor.

In a world of earnings uncertainty, particularly for businesses who benefited from a pull forward of demand during Covid, investors are pivoting to “recovery” stocks...

As global economies start to normalise, themes around travel, tourism and retail commercial property have been lucrative trades for equity investors but have...

Discover what’s next for Australian Equities with Perpetual Asset Management Australia's exclusive eBook. With the reopening across major developed economies on track...

The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our...

Are there any opportunities left to invest in undervalued companies on the ASX? Well, that’s a good question. Travel, tourism, entertainment, and shopping centre share...

As Australia's two largest cities endure through lockdown, talks of a reopening trade are beginning to circulate again. It can all seem a bit familiar to investors as...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

The standout sector for the folks at Eley Griffiths isn’t sexy. In fact, it has been somewhat demonised as the decarbonisation train has blasted across markets in...