Corrections, gummy bears and grizzly bears in shares

Introduction While shares have had a nice rebound from their January lows helped in part by some good earnings news – reversing around half of their 10% or so fall, concerns remain high around inflation, monetary tightening and the high risk of a Russian invasion of Ukraine. Our assessment remains...

The outlook for the retail sector

COVID-19 outbreaks in Australia have remained relatively under control, and life has started to return to normal with mobility indicators and economic activity on the rise. We take a look what this could signify for the retail segment. While “rona” was selected by Macquarie Dictionary as 2020’s word of the...