coronavirus

Investors’ ability to “look through” the headlines and invest based on future expectations has surprised many experienced professionals. Firetrail analyst Sean Drennan...

2021 was a tough year for many. But for those with a well-diversified portfolio, there was the silver lining of solid returns. The ever-popular Shane Oliver kicks off...

News that I and many others were effectively in lockdown from Friday was depressing. It got even more depressing when the whole of Sydney and its surrounding suburbs...

Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first few weeks of the...

With 2021 just around the corner, vaccine distribution looking promising and a US election put to bed, the bulls of the market are bucking, with little concern of any...

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...

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...

Picture 8,000 Boeing 747s crammed with glass vials and syringes – no, it isn’t a novel solution to airlines’ COVID woes, but a stark illustration of the logistical...

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...

Value investors are on the cusp of a rare opportunity rivalled only by the tech wreck of the late 1990s, says Lazard Asset Management portfolio manager Dr Philipp...

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...

Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...

Melbourne-based biotech Mesoblast will achieve a world-first that could open up its drug pipeline to a massive market if it wins US Food and Drug Administration...

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand. Governments and central banks ably...

In the latest episode of our Complexity Premia podcast, portfolio management director Ying Yi and I discuss a range of interesting topics, including: how you can turn...

Share markets have had a spectacular rebound from their March lows. The rebound has been led by the US share market which is up 52% and has just risen above its...

The latest Listed Managed Investments Monthly for July 2020 focuses on the implied default rates of each debt listed investment trust and compares these figures to...