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Monday, 10 August 2020

Home / Economy 2

Economy 2

1-12 out of 19 results.

Which companies will do well in the turmoil of 2020?

While the shutting of Australia’s borders to international travellers and quarantine measures is damaging to certain sectors of the economy, it is not uniformly negative for all companies.

Depression or recovery? The risk of time

It is always easier to see the challenges and risks while underestimating ingenuity and positive possibilities. It's likely to be the case this time, too, as long as we move quickly to open economies.

Four huge categories of change after the pandemic

The deteriorating mood will bring changes that will have profound economic, financial, social and political changes that can be grouped into new, accelerated, busted and possible trends.

Four steps to resurrecting Australia

As we slowly emerge from the pandemic, there is a small window where everyone is on the same team, fighting a war against a common, invisible enemy. It's an opportunity to make some big decisions.

What are the options for a pandemic exit strategy?

The risk of easing restrictions early is still large but it could be managed progressively, while the risk of staying out longer will be crippling for the economy. Here's a summary of the options.

Shaken by stock market carnage? Forget everything

Nobody has a clue what is going to happen with the market. When deciding what to do with your stocks today, what matters is where the business and its intrinsic value may be 10 years down the line.

OK Boomer: fessing up that we’ve had it good

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity. Superannuation, education, strong markets and surging property prices locked in gains.  

10 grey swans to watch out for

'Grey swans' are surprises that are improbable but more likely to occur than 'black swans', and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.

‘Episodic’ market volatility ahead for 2017

Contrary to popular understanding, markets have been below normal volatility levels in the last year, but it might be time to prepare portfolios for greater volatility and a potential downturn in 2018.

Are bonds failing us as a warning signal?

In previous cycles, bond yields provided a strong indication of the general health of the economy, but huge coordinated actions by central banks are changing that paradigm. Watch how you read the signals.

Two Brexit visions as seen from London

There were two camps in the 'leave' campaign, and the one negotiating with the EU should be pro-immigration. While this increases the chance of the UK retaining access to the common market, will the other camp allow flexibility?

The pace and structure of lending stifles Australia

The lending patterns of households and businesses, when compared against GDP and disposable income, can provide useful insights into where the economy is headed.

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A hard dose reality check on vaccines

With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.

After 30 years of investing, I prefer to skip this party

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

Australian house prices: Part 2, the bigger picture

There is good reason to believe the negatives will continue to outweigh the positives over the next 12 to 18 months. There is more concern about house prices than the short-term indicators suggest.

How we have invested during COVID-19

With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.

Australian house prices: Part 1, how worried should we be?

Three key indicators are useful for predicting the short-term outlook for house prices, although tighter lockdowns make the outlook gloomier. There is enough doubt to create cause for concern.

How to handle the riskiest company results in history

It is better to miss a results bounce and buy after the company has delivered than it is to step on a landmine. With such uncertainty, avoid FOMO by following these result season investing tips.

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