The coronavirus is first and foremost a public health issue, but it is also having a very major impact on the economy and the financial system. As the virus has spread, countries have restricted the movement of people across borders and have implemented social distancing measures, including ... Read more
Learnings for Aussie equities investors as a shutdown looms—AMP Capital
A sensible article to keep us all in check and, hopefully, calm and collected. Please click the link below to read: Learnings for Aussie Equity Investors as a Shutdown looms ... Read more
Is this time Different! —by Aziz Meherali, Elixir Private Wealth
Markets have seen one of the fastest and sharpest fall in equity markets in history! From the highs to lows seen so far the falls are extreme .. the Dow is off by -21% , the S&P is down -20%, NASDAQ -20% & ASX 200 -23%. Coronavirus was the ‘Black Swan’ event which had further fuel ... Read more
Friday the 13th! —Horror fizzles out!
Markets were reliving the classic horror movie, ‘Friday the 13th’ earlier today. Last night was the biggest daily drop of U.S shares since 1987! I had spoken to all of you last week and many of you this week as well. We had structured our portfolios towards more of a defensive tilt in the past 6 ... Read more
Market Plunge —This is not 2008 –By Blackrock
Good research bulletin from Blackrock Investment Institute. It is timely, succinct, and well worth a read. blackrock-bulletin-market-plunge-march-2020 ... Read more
Market Update —9th March 2020 by Aziz Meherali
Markets have had a substantial correction today on the back of the coronavirus spreading to other nations coupled with the breakdown in talks between the Saudis and Russian to curb oil production. This has caused oil to drop by about 10% as Saudi Arabia ramps up production in retaliation to ... Read more
WHO Joint Final Report of Covid-19
I recently read the WHO (World Health Organisation) report on the coronavirus and thought I would provide a brief synopsis of this report. I have also attached the report for those of you who would like to read it in its entirety. It has some illustrative charts which presents the issue at hand ... Read more
Statement by Philip Lowe, Governor: Monetary Policy Decision —March 3rd 2020
Number 2020-06 Date 3 March 2020 At its meeting today, the Board decided to lower the cash rate by 25 basis points to 0.50 per cent. The Board took this decision to support the economy as it responds to the global coronavirus outbreak. The coronavirus has clouded the near-term outlook ... Read more
Covid-19 (Coronavirus) and Equity Market Impact —by Aziz Meherali
I had written last week about the potential for a market correction based on this ‘x-factor’ of the coronavirus as an opportunity for the markets to take stock and remove some of the froth. Markets have had a strong run over the past 12 months where valuations are somewhat stretched. Any bad news, ... Read more
ADVISER BLOG —CHIEF ECONOMIST FORUM SYDNEY —February 2020
I attended the Chief Economist Breakfast on Friday 7th of February and though I would share some of the insights I gained on the day with you all. I have shared, at the end of this writeup, a list of presenters and panellists and their short bios to give you an idea of the wealth of experience and ... Read more
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