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
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
11:31 AM - Weekly Reports
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Jul 16 2020 - Rudi's View
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Jul 27 2020 - Australia
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Aug 03 2020 - Commodities