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Market Recovery

1-12 out of 20 results.

Hamish Douglass on what really matters

Questions on the stock market/economy disconnect, how to focus long term, technology's growing role, income in a low-rate world, Modern Monetary Theory and endless debt and the tooth fairy.

When America sneezes, the world catches a ...

The recovery from COVID-19 is looking more like a K-shape, with some companies doing well while others struggle. The pandemic seems more akin to a black swan, exogenous shock than a structural downturn.

Your portfolio changes and post-Covid outlook

We discover which asset classes you have been investing in during the pandemic, how portfolio values have changed, and also your outlook on market recovery. Much diversity of opinion.

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.

Citi’s Gofran Chowdhury: clients don’t think the worst is over

Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.

Six ratios show the market is off the charts

There is an infinite variety of financial charts an investor can watch, with many spurious claims about factors and causality. But here are six common charts that are at historical extremes.

Too much, too fast: four ways we are investing now

There are plenty of reasons for pessimism as the market has recovered too strongly, but quality stocks with good earnings growth and strong cash generation and balance sheets are still available.

Will value stocks benefit from the market's inflection point?

As the world gradually emerges from the aftermath of COVID-19, many are questioning if now is value’s time to shine? How can value stocks deliver outperformance in today’s environment?

Four guiding principles to position for the rebound

Too many investors are lumping all companies together in the current crisis, but some businesses will emerge in good shape with recovering revenues, while others are disadvantaged permanently.

Limitless liquidity drives death of the price signal

With central banks injecting as much liquidity as the market needs, the fundamental price signal has been lost. But the evidence is this does not help sustainable and long-term economic growth.

Why the stock market rallies cannot be justified

If a vaccine immediately emerges, equities would rally to an all-time high, implying a better outlook than pre-COVID with absolutely no damage done to the economy. It doesn't make sense.

Three realities and three mistakes in market recoveries

It's not easy focussing on the long term when the short-term news is bad, but strong businesses find a way to thrive when times are tough. Here are three timeless facts and three evergreen mistakes.

Most viewed in recent weeks

Have the rules of retirement investing changed?

In retirement, we still want to reduce stock volatility while generating cash flows. The two needs have not changed, but the reward expected in the old days from interest payments has gone. What should we do?

18 Aussie names for your watchlist

A Morningstar stock screener reveals a cross-section of companies with competitive advantages that are trading at material discounts to estimated value. This is a list of 18 highly-rated names worth watching.

Hamish Douglass on what really matters

Questions on the stock market/economy disconnect, how to focus long term, technology's growing role, income in a low-rate world, Modern Monetary Theory and endless debt and the tooth fairy.

Buffett and his warning about 'virtually certain' earnings

While many investors are happy to invest in any online companies, Warren Buffett focusses more on the quality of future growth, buying companies whose earnings are 'virtually certain' in 10 or 20 years from now.

Kate Howitt: investing lessons and avoiding the PIPO trade

Kate Howitt identifies the stocks she likes and the disappointments, gives context to the increasing role of retail investors, and explains why the market is more of a 'voting not weighing' machine than ever before.

Welcome to Firstlinks Edition 379

It is trite and obvious to say the future is uncertain, and while COVID-19 brings extra risks, markets are always unpredictable. However, investing conditions are now more difficult than ever, mainly because the defensive options for portfolios produce little income. We explore whether investing rules have changed with new input from Howard Marks.

  • 15 October 2020

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