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There has been much speculation life will have changed inexorably once the pandemic has passed, but will it? Such predictions inform where we should invest from here. Researchers and analysts offer their views.

12:25 PM

The focus of recent bank earnings reports was not that of earnings, but of capital positions and bad debt provisions in the face of a recession only just now manifesting.

May 25 2020


As economies begin to tentatively reopen in Australia and across the globe, analysts consider the possible bounce-back scenarios and sector and stock winners and losers.

May 14 2020

Following a halving of peak losses for stock markets here and in the US, analysts weigh up the expected economic shock from here and whether the rebound can be justified.

Apr 29 2020


Previous Stories

Landlords Versus Tenants: Rent Relief Impact

Apr 20 2020

The government has enacted a Code of Conduct regarding landlord rent relief for SMEs, while large tenants are in negotiations, all of which will impact on REIT valuations and distributions.


Australian Banks: There Go The Dividends

Apr 08 2020

Just when bank analysts were attempting to forecast the possible extent of dividend cuts for Australia’s banks, along comes APRA to help make the banks’ decisions for them.


Recession: How Deep, How Long?

Apr 01 2020

A recession is a given, as is an eventual stock market recovery. But a recovery is entirely dependent on just how deep the inevitable recession will prove to be, and just how long its lasts.


What Does History Tell Us?

Mar 25 2020

History is littered with bear markets and recessions. We’re in a bear market and a recession is inevitable. Can history tell us how deep and long this bear market and recession will be?


Close The Borders And Unite The World

Mar 20 2020

Nothing short of containment and massive coordinated monetary and fiscal stimulus will save the global economy, economists believe. The RBA is now in on the act and the Australian government is doing its bit as well.


February 2020 Result Season: The Wrap

Mar 10 2020

The February result season started out well but faded as the month progressed. Subsequent developments nevertheless ensure past earnings results now have little relevance.


2020 Foresight: Australia

Jan 29 2020

A sluggish economy and a strong stock market in 2019. Forecasts for 2020 are becoming increasingly diverse.


2020 Outlook: Australia

Dec 19 2019

The Australian stock market looks set to begin 2020 on from an overvalued position, making gains in the year hard to come by.


2020 Outlook: Global

Dec 16 2019

Recession or recovery? The global economy is on a knife edge heading into 2020, due to ongoing uncertainties meeting renewed central bank support. How should investors greet the New Year?


Australian Banks: More Dividend Cuts To Come

Nov 29 2019

In the wake of bank reporting season, disappointed brokers cannot see how dividend levels can be sustained given the gale force headwinds blowing in FY20.