Thursday 27th August 2020
T h e C O V I D - 1 9 r e c o v e r y i s l o o k i n g m o r e U t h a n V - s h a p e d a s h o p e d , a c c o r d i n g t o W e s t e r n A s s e t M a n a g e m e n t . T h a t s a i d , l o c k d o w n s w i l l a c t o n l y a s a d i s r u p t i o n t o a s t r o n g U S r e c o v e r y , w i t h t h e g r o u p f a v o u r i n g c o n s u m e r n a m e s a c r o s s E u r o p e a n d t h e U S .
Individual investors in Australia are increasingly optimistic about the future for their own portfolios and the world in general – significantly more so...
The recent flow of banking industry data suggests that things will get worse before they get better, and investors may want to hit pause on any plans they have...
Investors may be in love with the 'magnificent seven' technology stocks, yet the top end of the stock market is notoriously volatile. That's worth noting for...
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
Franklin Templeton's Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires...
