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If the virus has achieved one thing, it is to prompt governments across the globe to pour stimulus into new technologies and renewability that will drive strong demand for Australian resources

Dec 22 2020

Despite strong stock market gains form the March low, consensus is that Australia, and the world, will see further gains on robust 2021 earnings growth

Dec 17 2020

FNArena’s Life After Covid series wraps with a look at industry trends, geopolitical challenges and problems the Australian economy alone will have to face

Nov 20 2020

Eight months down the track we have a second wave, a vaccine hopeful, changing attitudes in society and massive fiscal support, which may lead to the “zombification” of economies

Nov 16 2020

Previous Stories

Australian Retail: Whereto From Here?

Oct 13 2020

It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?

Rudi’s Comprehensive 2020 Results Review

Oct 02 2020

A comprehensive assessment of Australia’s corporate results in February and August 2020, amidst coronavirus pandemic and fall-out, economic disruption, more extreme central bank policies and ongoing tension between the world’s two super powers

Australian Banks: Back To The Future

Sep 30 2020

The Treasurer has re-eased bank lending restrictions recently tightened as a result of the Royal Commission, in order to stimulate the economy. Will it work?

August 2020 Result Season: The Wrap

Sep 09 2020

The August result season could be called “best ever” in terms of beats to misses, but in 2020, such a conclusion would be misinformed

Pandemic Effects On Retail Shopping Malls

Aug 05 2020

The pandemic is set to accelerate existing trends for retail shopping malls, with direct effects upon valuations for listed REITs

The Virus And The Rental Market

Jul 30 2020

Covid has caused all sorts of upheaval across Australia’s rented property market, with significant implications for private investors and investors in listed property stocks

Life After Covid, Part III

Jul 10 2020

With stocks markets now pricing in a V-bounce economic recovery, while the global case-count rises unabated, what are the prospects for stock markets being right? And what further considerations of a life after covid have since developed?

Life After Covid, Part II

Jun 10 2020

Central banks have now exhibited just what extent of tools they have available. Fiscal spending means deficits for a long time. Rates will not just be lower for longer, but zero. Big Tech and China are virus winners.

Life After Covid, Part I

Jun 02 2020

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.

Australian Banks: All Down To The Economy

May 25 2020

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.