The ‘Vaccine’ rally was short-lived with a swathe of economic data sending the ASX 200 (ASX:XJO) 0.7% lower on Thursday.
The ASX 200 joined the global sharemarket rally, adding 1.9%, after healthcare US biotech company Moderna Inc. (NASDAQ:MRNA) announced positive results from their Phase 1 trial of a potential COVID-19 treatment.
The ASX 200 joined the global sharemarket rally, adding 1.9%, after healthcare US biotech company Moderna Inc. (NASDAQ:MRNA) announced positive results from their Phase 1 trial of a potential COVID-19 treatment.
As an investment style, growth has hammered value in recent years – and this outperformance has only widened in the COVID-19-affected markets. According to Bank of America, growth strategies have outperformed value strategies by nearly 8 percentage points since 2007, and that spread has extended further in 2020 as growth stocks – led by…
Following on from my introduction into the world of alternative assets, this article will address one of the fastest-growing yet relatively poorly understood asset classes in the investment world: private credit. Put simply, private credit is non-bank lending, that is, it involves private groups like individuals and fund managers lending directly to business owners. In…
Six blue-chip updates In the middle of another COVID-19 shutdown and with most companies approaching full-year earnings season, it’s important to take stock of what occurred in the previous few months. We’ve decided to provide an update on some non-traditional Aussie blue-chips after the strongest quarterly performance for the market in decades. Macquarie Group (ASX:MQG)…
COVID-19 has had incredible impacts on the superannuation sector, in fact it has become somewhat of an existential crisis for many involved. The Government’s well-meaning but ultimately poorly structured and timed announcement to allow those impacted by the economic shutdowns to access their superannuation early has seen the ‘industry super versus everyone else’ war of…
While the market appears to be focused on all things Afterpay (ASX:APT) and the ‘Buy Now Pay Later’ phenomenon, the sector is a little too hot for us to dip our toes in, but “well done” to those that have. In this piece we look at a similar sector also doing well during the Covid-19…
Woodside Petroleum Ltd (ASX:WPL) was the latest to announce a write-down, with management reducing the value of their oil and gas assets by US $4.2 billion due to the lower oil price. WPL now trades at the same level it did in 2005, despite raising capital on multiple occasions, clear indication that the greatest opportunities lie in cleaner energy sources.
The ASX 200 (ASX:XJO) experienced another choppy day, with intra-day likely to be the new normal, finishing 0.6% lower. Consumer staples (+0.2%) offered the only protection as the impacts of Victoria’s widespread shutdowns and a reversal of recently eased restrictions in the US were front and centre once again.
