A fascinating look at how forces unique to Covid have caused employees around the world to rethink and re-evaluate their values around work and lifestyle.
The concern is not a victory or loss for Biden or Trump, but a flap about the outcome. There is only one outcome an investor should want to see: the loser quickly conceding before making a swift exit into the sunset with the wind at their back.
The economic devastation in contrast to the stockmarket racing higher may seem perverse, but it’s not necessarily wrong. Some companies and sectors aren’t even affected. They have global operations and revenue pouring in from various jurisdictions where things are looking better.
As the COVID-19 situation continues to work its way through the global economy and investment markets, there will be no shortage of opinions on future market direction. We've taken a look back at some of the more notable disaster calls from the 2010s.
Nucleus Wealth, a small active manager in Melbourne with an international focus, made the call to dump their holdings in late January. Nucleus had 90% of their money in cash. A month later all hell broke loose. By mid March, they looked to be geniuses. By early June, things weren't so clear.