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Lockdown 2.0 - How the second wave will hit markets
Just when you thought it was over. Coronavirus strikes again.
Jekyll and Hyde, one and the same
Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?
Australia's recent unemployment figures are hiding something a lot worse
The figures show quite a confusing picture. According to the data, an unemployment rate of 7.4 per cent is the worst rate Australia has seen since November...
Latin American E-Commerce Giant Worth a Long Look
While more and more Australian investors get comfortable with investing overseas, it's fair to assume that Latin America is not on most people's map of the...
Slush funds
Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...
Economic Outlook: Part 2
Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on...
6 Pearls of Wisdom From June
What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...
6 Pearls of Wisdom From June
What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...
6 benchmark busters; AU vs. US
It has been one volatile year to say the least. Both the Australian and US markets traded in volatile conditions with many asset classes and more importantly...
Looking past Qantas, to Aviation Green Shoot
If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its...
Six reasons Telstra will lead markets post COVID-19
As a change of pace, I’ve taken a look at the outlook for Telstra both during and post COVID-19. The share price fell from a high of around $4.0 in...