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As it stands the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the ‘real economy’ which is effectively on Government life support following enforced economic lockdowns. Such has been the strength of the recovery that estimates suggest the ASX now trades on…
This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of fund managers fund manager share their best stock idea for the year ahead. This year’s recurring theme without doubt was COVID-19. But grief and tragedy aside, COVID-19 has forced us to…