What will happen to Real Estate Investment Trusts when there is a reopening?
Over a fifth of Australian super funds' assets are in overseas stock markets, mainly in the US. American shares have been booming, but where are they headed?
What are the investment prospects for the travel industry? It is not straightforward.
There are three possible investment themes when positioning for the end of the lockdowns.
Australia's financial markets depend on residential property in the first instance and banks in the second instance.
Some investment assessments of iron ore companies and how global markets have had the usual surprises this year.
Fixed line revenue is falling, but mobile looks strong.
There may be scientific debate about climate change, but the big companies are falling over themselves to look as green as they can because that is what the institutional investors require.
Electric cars are going to change the metals market.
Lockdowns in the major states are leading to brokers downgrading their forecasts for the Australian economy.
Bonds offer something essential to any sound portfolio – diversification