By Ken Howard
12 January 2021, 12:10 PM
Lower interest rates will drive up asset prices and higher asset prices will drive down returns.
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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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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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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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By Ken Howard
09 June 2020, 10:50 AM
The economic downturn has been sharp and severe, but the recovery has started.
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By Ken Howard
27 April 2020, 12:00 PM
I discuss the dichotomy that is unfolding in health (Australian versus North America and Europe), the economy (Australian versus North America and Europe) and the share market (health & technology versus banks, property & oil).
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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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