Special Bulletin – The Federal Budget 2020-21

On 6 October 2020, the Government handed down the 2020-21 Federal Budget with the Treasurer outlining the economic recovery plan for Australia by providing tax relief, encouraging job creation, rebuilding our economy and securing Australia’s future as the dominate themes. Overview The COVID-19 pandemic has had a profound impact on Australia’s health system, community and…

Newsletter – September 2020

Backing the ‘winners’ or picking the bargains Throughout August there were varied levels of confidence across economies globally. While there are positive signs of recovery, the fear remains as we continue to see a ‘second wave’ of COVID-19 cases. The effectiveness of new stimulus introduced by Governments and Central Banks will weigh heavily on the…

Newsletter – August 2020

Markets continue to roar ahead despite declining consumer sentiment The rise in the number of COVID-19 cases globally continues to create uncertainty as to the shape of any recovery. An important factor in the coming months will be the extent to which governments continue with fiscal measures to support the economy. In Australia, the Westpac-Melbourne…

Newsletter – July 2020

Getting the balancing act right: Stimulus measures vs. economic uncertainty We have seen most states throughout Australia easing lockdown measures with reported new infection rates dropping to a nominal level and businesses eagerly returning to basic trading using social distancing measures. However with the recent developments in Victoria, everybody is watching the daily infection rate…

A review of previous viral outbreak incidents (SARS & H1N1) and how they played out on equity markets – 28/2/20

As I write this article (28/2/20), global share markets have experienced significant losses in the past few days. The S&P/ASX 200 index is currently down 3.3% at 6440 for the day. That puts it on track for a 10% fall in the past six days. Of course as well as the virus, the sharp falls…