The past couple of days both the Australian and global markets have seen us go into the red. The now apparently exponential rate at which COVID-19 is spreading and fears around a global pandemic have driven investors into safe-haven assets like gold and treasuries, pushing the already low yields further. So, we thought it might be pertinent to ask ourselves the question: What is next for markets? Where do we allocate?
This week we would like to put forward our thoughts on the impact of bush fires specifically from an economic and investment perspective. While we understand that any topic of this kind might be open for criticism given the equating of human lives in monetary terms, we are by no means being callous about the devastation that the past few months have reaped upon the lives of thousands across regional Australia. It is a tragedy. But as with any major event like this, there will be winners and losers, especially on the stock market.
Heading into reporting season we take a look at a few simple things to keep in mind if one truly wishes to capitalise on the increased news flow that comes with reporting season.
For the first newsletter of 2020 we put forward five key predictions for the calendar year ahead. Each of these will definitely impact the investing world and will have an effect on the Australian economy either directly or indirectly. It is always worth considering what lies ahead.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.