Credit LITs surge back from discounts, but door is closing quickly

Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group…

War vs. COVID-19

The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some good political spin, which is always attractive to politicians, it is not correct. The…

ETF Securities: FANGs defy rocky market

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment…

Examining Pushpay as a small cap holding

Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New Zealand based donation systems and software business for religious, not-for-profits and education providers in…

Infrastructure’s defensive qualities tested

Infrastructure’s standing as a defensive asset class is in question after it was hammered last month, falling more than the overall sharemarket and most other assets. The S&P Global Infrastructure Index (AUD) fell 23.1 per cent in March and has…

Beware the traps in the Government’s bankruptcy release

Businesses will get relief with changes to the bankruptcy laws but directors need to be aware that their duties remain in place and a business that is failing may not be saved by these changes. Directors who continue to trade…

Assessing the impact on Australian small caps

The COVID-19 global pandemic is unfolding quite differently to all other major market events seen through history. Governments globally are facing a delicate balancing act between trying to minimise the health impact of the virus, whilst managing the severe disruption…

The stocks that have been oversold

A leading investment bank has revealed the stocks that have been sold off more than they should have as a result of the continued outbreak of COVID-19. In a report issued last week, UBS identified a valuation gap in a…