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

Aug 05 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

Jul 30 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?

Jul 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.

Jun 10 2020

Previous Stories

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.

Covid-19: How Will The Recovery Play Out?

May 14 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.

The Outlook For The Economy And Stock Market

Apr 29 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.

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.