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In the space of few weeks we have gone from a handful of Coronavirus cases in Australia to over 4,000. We have seen a run on toilet paper and longer life food, the shutdown of restaurants and cafes, mass switching to work-from-home and...

Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets. In it were some interesting views and food for thought. I thought I’d pass on to our clients some tid bits that...

Dividend yields are important at the best of times, although in times of uncertainty they are even more important to investors. The market volatility is hard to weather but can create buying opportunities for astute investors. And when markets get negative, there are ways to...

Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19. The RBA has just put in place another 25bps cut as we speak and further measures to help keep the lending market oiled and running. Particularly hard...

Getting our news straight from the source, we sat down with Mark Mitchell and Justin Tyler, Portfolio Managers of our suite of fixed income funds (ECAS, ECOR and EMAX) to ask them how recent volatility has impacted credit markets.  So, what has happened? A decade of...

Only when the tide goes out do you discover who's been swimming naked – Warren Buffet. The high tide the markets were recently experiencing has been sucked out far quicker than a gentle lunar induced low, being more like a rapid tsunami drop just before the...

The Coronavirus has been the key driver of the market over the last two months. Concern about its spread caused a sell-off in global markets in January. In the first half of February, markets rallied back as new infections in China slowed significantly. However, in...

What happened to the financial world during and after SARS and can we expect a similar market response from Coronavirus? Coronavirus is all over the news. Often compared to SARS, this contagious virus is only now having an impact on financial markets, despite it being identified...

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably simplistic. ESG focused stocks are typically growing more strongly than the often structurally challenged ESG laggards and, as a result, have higher...