21 Dec 20 - Outlook for 2021 | A2 Milk & QBE Downgrades

We are constructive heading into 2021 given the backdrop of cheap money and an economic recovery boom. However, we remain cognizant of risks such as issues with vaccines, higher inflation/interest rates, and central bank / government policy missteps.

18 Dec 20 - Strong Australasian Economic Data | Z Energy & NZR Dispute

The dispute between NZR and ZEL moved up a notch yesterday.

17 Dec 20 - Fed Meeting | ANZ AGM

The US Federal Reserve held its last meeting for the year this morning, and the Fed decided to keep interest rates unchanged in its December meeting after slashing them to near-zero in an emergency meeting in March due to the fast-spreading coronavirus.

16 Dec 20 - APRA Lifts Bank Pay-out Restrictions | Pushpay Sell-down

The Australian regulator has removed the restriction for banks to cap shareholder dividend payouts at 50% of profits from the start of 2021.

15 Dec 20 - Vaccines & Travel Bubbles | Air NZ - Back to Neutral

NZ Cabinet has agreed in-principle to establishing a travel bubble with Australia within the first three months of 2021. The arrangement will depend on there being “no significant change” in the Covid-19 situation in both countries, and the bubble getting

14 Dec 20 - Week Ahead | Briscoes Record Sales

The US FDA formally approved emergency use authorisation for Pfizer and BioNtech’s Covid-19 vaccine over the weekend. 

11 Dec 20 - Air Bnb Doubles on IPO | Appen Sinks

The big stock news in the US was the listing of Airbnb, which surged 115% from its $68 per share IPO price.

10 Dec 20 - Wall Street Slips | Scales Update

US stocks slipped from an all-time high on concern over dimming prospects for fresh stimulus amid resurgent coronavirus cases.

9 Dec 20 - UK Rolls Out Vaccine | PGW Jumps, Infratil +19% on Takeover

A key sentiment indicator for US stocks has reached its most bullish level in two decades.

8 Dec 20 - Mixed Markets | Infratil to offload Tilt

A rally in cyclical stocks that has propelled global benchmarks to record highs in recent weeks lost momentum on Monday, but the Nasdaq hit another high as big tech stole the show.