In big news overnight, Pfizer and its German partner BioNTech have reported that its novel, two dose “mRNA” vaccine has been more than 90% effective thus far in protecting people against COVID-19 in a 44,000 person trial. Analysis found that the vaccine was more than 90 percent effective in preventing the disease among trial volunteers […]
There are so many factors that influence the economy and investment markets, but the most important factor is how much cash an investment generates. For companies this is profit, while property provides rent (net of costs). If we think income will grow faster in the future, we pay more for the asset now. If we […]
The first half of 2020 was certainly something we have not seen before. The US entered 2020 on strong footing, Europe was still in an extended go slow, China was going along reasonably and Australia was picking up a little as well. Some were starting to feel we would start to get some synchronised global […]
Recently we had our second presentation of our Investor Masterclass series which we held in our Boardroom covering the topic “Quality Investing”, for those that weren’t able to attend, we have uploaded a webinar of Mark Serry’s presentation. Most people have little understanding of the complex world of investing and very often, those that think […]
