The question for investors is not whether we’ll get a relief rally. We almost certainly will for reasons I’ll outline shorty. But will it be V-shaped and result in the bull market continuing? Or will it be a W-shape with a few stops and starts?
What can you do to shield yourself from the bombardment of negative headlines? We think that if you remain clear-headed in this new environment, you will not only feel better, but you will be a smarter investor…
The world isn’t ending, but perhaps it’s going to change a little faster thanks to the global COVID-19 pandemic. If it does, there will be companies that will benefit from it. As an investor all you need to do is be ahead of the change and look at what happens when this all fades away…
The ASX is chock-full of great companies. There are companies not only dominating the domestic landscape, but the global landscape too. And they’re always working towards growth. I’d go so far to say there’s not a single company on the ASX that’s just going through the motions.
Fair warning: Today’s piece is long, but we think the current outbreak warrants an in-depth look at investing in this new environment. Even with the number of cases steadily rising, markets looked remarkably bullish over the last three weeks of trading. And then all of this changed.
Financially speaking the market has been shaken out of its complacency by this latest Italian and South Korean news. At the same time the gold price and gold stocks started to attract investor funds as people sought out safe haven assets.
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