4 May 2020
Bells Gold Tracker: April 2020
If there is one thing that the last couple of months has brought it is increased volatility. Fortunately, in the precious metals space, it has been skewed to the upside.
28 April 2020
End of Quarter Review
After a stellar 2019, the first quarter of 2020 was a very difficult one for investors as share markets saw a very quick sell-off as the coronavirus (COVID-19) pandemic started to spread out of China to Asia, Europe, and the USA.
28 April 2020
The Champion Stocks
These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment.
31 March 2020
Global ETFs
The world is experiencing an unprecedented systematic shutdown of borders and businesses, suppressing the outlook of future economic global growth. We explore some factor-based ETFs aimed at providing a defensive tilt to long global equities.
23 March 2020
Tech Sector March 2020 Update
Our updated key picks in the tech sector post last month’s reporting season and the recent sell-off in the market are Appen (APX), Uniti Group (UWL) and Citadel Group (CGL).
20 March 2020
Bank Note$
The majority of the banks had a good reporting season in the period ended 31 December 2019. However, all this is now history and what lies ahead in the next 12-24 months will be of more concern as there appears to be no escaping COVID-19 for now.