Like many of us, Howard Marks has been at home for two months. It has given him plenty of extra time to be philosophical about markets, and it is reflected in his recent memo to clients, titled "Uncertainty".

As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to believe, did we need to impair the economy the way we did?

Phil King of Regal Funds Management discusses investing in the current environment and the importance of constantly asking yourself "Is my thesis still valid?", and as we have seen, COVID-19 has largely disrupted everyone's thesis.

How should investors respond to the new normal that COVID-19 has forced investors to adapt? Jun Bei Liu of Tribeca Investment Partners discusses her thoughts.

Nick Griffin explains how the biggest names in the S&P 500 have in fact done well from the crisis, why he's even doubling down on some key themes and two reasons his fund is now more invested than last month. 

Every quarter when reporting season rolls around, there are always new insights gleaned that can provide a broader read-through on emerging trends. Montaka provides from interesting insights into how companies are faring.

The Victor Chang Cardiac Research Institute featured on 7News discussing their latest Covid-19 collaborative project.

Recently, Andrej Karpathy, Head of Artificial Intelligence (AI) on Tesla’s Autopilot Team, offered several interesting insights on how Autopilot works. Read ARK Invest's key takeaways. 

Phil King, CIO of Regal Funds warns investors of 'false dawns and sucker rallies'. King calls for investors 'to be patient and wait for the bull market'.

Hamish Douglass of Magellan discusses Covid-19, a classic Black Swan Event on Inside the Rope with David Clarke. 

Master of the Market's Chris Judd spoke with Munro Partners' CIO Nick Griffin to discuss his personal investment history and the investment philosophy and approach of the Munro Partners team.

Nick Griffin, Chief Investment Officer and Conference Manager shares his thoughts on the pandemic in an insightful and easy to understand analysis. 

Tom Cowan, the founder of TDM Growth Partners (one of our core fund managers), wrote this in response to a client email he received and it was too good not to share. 

What is happening now would have been unimaginable not long ago. It was only unimaginable because it had never happened in our lifetimes. Ray Dalio explains the mechanics of the War Economy.

When COVID-19 first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s...

Governments are frantically trying to contain and combat the coronavirus, and those efforts are important, but the world’s best hope is private innovation.

A summary of the ECB's update asking banks not to pay dividends until at least October 2020.

I believe that the times ahead will be radically different from the times we have experienced so far in our lifetimes, though similar to many other times in history.

The Federal government announced that members who had lost income due to the COVID-19 pandemic would be able to access their super balances early. What does this mean for you?

Conference Fund Manager, Cathie Wood explains how innovation thrives during tumultuous times. 

Chris Judd interviews Marcus Guzzardi, from Cooper Investors, one of our Core Fund Managers. 

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

Morgans Adviser Chris Titley recently spoke to Rory Lucas about what makes HM1 unique - take a listen.