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Friday, 10 April 2020
Recently trending How $200 billion is magically createdHoward Marks on 'Which way now?' - UPDATEDWhat are the possible economic effects of COVID-19 on the world economy?Note to Australia: be more French in the COVID-19 warWelcome to Firstlinks Edition 351
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Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.
Low interest rates have left many income-oriented investors scrambling for yield. If interest rates rise, will individual bonds, dividend paying stocks or cash be safer than the core bond funds so often recommended?
Hamish Douglass outlines the three main issues in the outbreak of coronavirus, with consequences which may change businesses and consumers forever. Will we face V-shape, U-shape or depression?
Let us know how are you coping in the current crisis. How is your portfolio performing? Have we seen the stock market bottom? When will the crisis end? What does 'the other side' look like?
Bill Gates warned the world in 2015 that we were not ready for the next inevitable pandemic, and we ignored him. The Washington Post has provided free access to his updated views.
A simple check of the mathematics explains why social distancing is so important, and in the absence of a treatment or vaccine, the only way to stop COVID-19 becoming rampant.
With about $350 billion of new government spending announced to combat COVID-19, the obvious question is whether Australia can afford it, especially when national income will fall rapidly.
The previous austerity of the Coalition Government has been tossed aside to deal with COVID-19, but at some point, debt will be repaid. Are policies once considered off-the-table now a target?
The GFC provided asset managers with a source of behavioural data they could only dream of. However, no amount of modelling can capture the full panic that some investors experience.
The missing piece in most analysts' views of the future of the stock market is demographics. The secular bull market until 2019 was driven by a generation that is now retiring and selling equities.