Jun 18, 2020
One of the most common questions financial professionals have fielded since March 23rd (the market bottom) is, why is the market rallying when we are in a Recession? While there are many answers, ranging from “a better than feared health outcome” to... read more
May 22, 2020
One of the most amazing features of the rally in the ASX since late March has been the sheer demand for capital raises which has seen many companies able to raise seemingly limitless cheap capital with investors seeking minimal discounts to market prices and most... read more
Apr 27, 2020
While there has been a lot of discussion over the past few weeks on how quickly Australia can return to normal in a post-Covid 19 world, the question I have been focusing on is “what will normal look like”? In particular, will the shock to GDP and unemployment be... read moreApr 15, 2020
In the last quarterly update I expressed some hesitation over broad based market returns in the near future simply due to elevated valuations and the length of the post-GFC cycle. Nonetheless, I would never have predicted that by the next quarterly update not only we... read more
