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.
With money locked in Australia because of border closure building is booming. But reopening the borders will be crucial if demand is to be sustained.
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.
Legacy media is still struggling to survive but the short terms signs are positive, according to one report
Mortgage volumes are booming. Will this save bank shares?
Lockdowns have meant big boosts in online spending, but the rate of growth is slowing.
Investors in the health sector might be about to get a huge shock as evidence emerges of what Big Pharma has done with the pandemic and vaccines.
Iron ore prices may be about to ease of as Chinese mills lose their profit margins.
The big tech companies have been an investment safe haven during the global covid crisis. But there are storm clouds appearing.