Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns and see a further rotation from pandemic winners to cyclical investments. Watch: coronavirus and vaccines; US politics; and the hit to immigration in Australia. Introduction

Overview The COVID-19 pandemic has had a profound impact on Australia’s health system, community and economy. The Government has provided $257 billion in support to cushion the economic impact of COVID-19. In doing so, the Treasurer had the unenviable task of revealing the Budget defi

Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way Key points Shares have had a strong run up from their March lows with US shares now at a record high. While shares are vulnerable through the seasonally weak months ahead in the run up to the

What signposts can we watch to be confident shares have bottomed? Introduction After a roughly 35% plunge from their February high point to their lows around 23rd March, global and Australian shares have had a 15-20% rally. What’s more this rally has occurred despite increasingly blea

The Coronavirus pandemic and the economy:  A Q&A from an investment perspective Introduction Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and, as a result, investment markets. This has raised a whole bunch of

Is Coronavirus driving a recession, depression or an economic hit like no other?  Key points: Global share markets have fallen into a bear market, but whether this turns out to be long or short depends on how long the hit to the economy from coronavirus lasts. There are big diffe