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
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?
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
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?
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
Aug 05 2020
The pandemic is set to accelerate existing trends for retail shopping malls, with direct effects upon valuations for listed REITs
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
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?
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.
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.
Jan 22 2021 - Weekly Reports
Jan 22 2021 - FYI
Jan 22 2021 - FYI
Jan 22 2021 - ESG Focus
Jan 22 2021 - Technicals
Jan 19 2021 - Technicals
Jan 11 2021 - Rudi's View
Jan 15 2021 - FYI
Jan 14 2021 - FYI
Jan 13 2021 - Rudi's View
Jan 15 2021 - Commodities