Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. Tune in ...

Diversity issues have exploded into the global zeitgeist over the past few months as Black Lives Matter protests have rocked cities around the world. From an investment perspective, diversity is an interesting concept. There have been a lot of studies into the diversity of gender and race on ...

Markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn't concerned markets in recent months, and it doesn't look like concerning markets any time soon. Therefore, we're looking at factors that may bring markets back to earth, and ...

An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing the virus and in managing investment portfolios over the year to 30 June. At the end of January, we inoculated our portfolios against coronavirus. Our best performing fund in an absolute ...

Clicked on the link from our 16/07 podcast email and looking for our latest episode? See here: Will Insolvencies topple the Australian economy? With Caroline Di Russo In today's show we focus our attention on an emerging issue faced by both institutions and retirees alike : finding income in a zero ...

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points to declines in Australian property values. ...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn’t concerned markets.

We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, with special guest Kevin Muir joining to offer his take on the driving forces behind the recent resurgence, and a look to the potential ...

Stock markets are almost as expensive as they have ever been on a range of different measures. The economy is almost as bad as it has ever been on a range of different measures. Take note of the analysts who are contorting themselves trying to reconcile the two and telling you to keep buying. These ...