Feature Stories
Previous Stories
Life After Covid Part IV
Nov 16 2020
Eight months down the track we have a second wave, a vaccine hopeful, changing attitudes in society and massive fiscal support, which may lead to the “zombification” of economies
Australian Retail: Whereto From Here?
Oct 13 2020
It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?
Rudi’s Comprehensive 2020 Results Review
Oct 02 2020
A comprehensive assessment of Australia’s corporate results in February and August 2020, amidst coronavirus pandemic and fall-out, economic disruption, more extreme central bank policies and ongoing tension between the world’s two super powers
Australian Banks: Back To The Future
Sep 30 2020
The Treasurer has re-eased bank lending restrictions recently tightened as a result of the Royal Commission, in order to stimulate the economy. Will it work?
August 2020 Result Season: The Wrap
Sep 09 2020
The August result season could be called “best ever” in terms of beats to misses, but in 2020, such a conclusion would be misinformed
Pandemic Effects On Retail Shopping Malls
Aug 05 2020
The pandemic is set to accelerate existing trends for retail shopping malls, with direct effects upon valuations for listed REITs
The Virus And The Rental Market
Jul 30 2020
Covid has caused all sorts of upheaval across Australia’s rented property market, with significant implications for private investors and investors in listed property stocks
Life After Covid, Part III
Jul 10 2020
With stocks markets now pricing in a V-bounce economic recovery, while the global case-count rises unabated, what are the prospects for stock markets being right? And what further considerations of a life after covid have since developed?
Life After Covid, Part II
Jun 10 2020
Central banks have now exhibited just what extent of tools they have available. Fiscal spending means deficits for a long time. Rates will not just be lower for longer, but zero. Big Tech and China are virus winners.
Life After Covid, Part I
Jun 02 2020
There has been much speculation life will have changed inexorably once the pandemic has passed, but will it? Such predictions inform where we should invest from here. Researchers and analysts offer their views.
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