Low interest rates and high debt, could it all go horribly wrong?

By Ken Howard

23 November 2020, 2:15 PM

Globally, the government responses to Covid-19 have been extremely disruptive for business and the economy, but I am optimistic that the extremely low interest rates, plus trillions of dollars of taxpayer funded support, will ensure the economy is in a resilient condition to recover, once society has worked out how to live with the virus.

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Can Covid-19 lockdowns, be a thing of the past?

By Ken Howard

12 October 2020, 4:20 PM

It may be too early to tell, but it would appear, that the second Covid-19 wave, which started in July in the USA and August in the EU & UK, will have significantly lower hospitalisations and deaths, than the first Covid-19 wave. That being said, I am still taking the data one day at a time and note that there can be a two to three-week lag between testing, confirming that someone has Covid-19 and knowing if they recover.

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Strategies for smart investing with Hamish Douglass, Magellan

By Tim Evans

21 September 2020, 4:40 PM

Hamish Douglass, Chairman & CIO of Magellan Financial Group in conversation with Tim Evans, Morgans Private Client Adviser. Hamish covers a wide range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, as well as the upcoming US election, plus much more.

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Investment Grade

By Ken Howard

15 September 2020, 4:35 PM

In my opinion, for an asset to be "investment grade", it must be profitable. That doesn’t mean that it has to be profitable today, but there does have to be a real and honest expectation of profitability in the not too distant future.

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Climbing the wall of worry

By Ken Howard

11 August 2020, 4:25 PM

Stockbrokers have a saying, "climbing the wall of worry", and it is my view that that is exactly what we are doing. Governments have responded, the health-system has responded and society is responding. It may take a year or two for the economy to fully recover, but the lessons from history are clear, we will recover.

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“The only thing we have to fear... is fear itself”

By Ken Howard

31 March 2020, 3:45 PM

Clearly there is no way of knowing, with any precision, how things will play out over the next three to six months, but I want to believe, that when the worst of the crisis is over, the market will be well on its way to a recovery (or at least that is the way it has behaved coming out of every other crisis).

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Stick to your strategy

By Ken Howard

10 March 2020, 8:30 AM

Volatility is only real if you need to buy or sell, otherwise stick to the strategy of buying good quality companies, with a demonstrated track record of profits and a conservative balance sheet.

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