The performance of stock markets during the coronavirus pandemic seems to defy logic - until one considers possible explanations based on crowd psychology.

We are at the half way mark for 2020, and every fibre of my being tells me that the next six months will see many more extraordinary events. Covid-19 can be seen as the great accelerant, or amplifier.

The impact of Covid-19 and the resulting massive worldwide government fiscal response to the crisis has sparked new discussion about the risk of an upsurge in inflation - or deflation. This is not a trivial debate.

One of the touted benefits of hedge funds is that they provide returns that are largely uncorrelated with other risky assets. In practice, hedge funds returns are highly correlated to equity markets during downturns - when it matters.

In most emerging and developing countries, COVID-19 is causing an economic hurricane, the worst crisis the Bretton Woods institutions have experienced in 76 years. Their response so far has been both admirably fast and utterly inadequate.

What's new with our continuing education, accreditation and certification programs.

What's new with our continuing education, accreditation and certification programs.

The COVID-19 crisis augurs three watersheds: the end of Europe’s integration project; the end of a united, functional America; and, the end of the implicit social compact between the Chinese state and its citizens.

What's new with our continuing education, accreditation and certification programs.

The funds management industry has spawned a lot of gurus. This research paper looks at whether market forecasters are any good at what they do.

Europe needs about €1 trillion to fight the COVID-19 pandemic. Financing the EU Recovery Fund with perpetual bonds is the easiest, fastest, and least costly way to establish it.

What's new with our continuing education, accreditation and certification programs.

The Antipodes COVID-19 Webinar 2 2020 (09 Apr 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Even with all-out efforts by central banks and fiscal authorities to soften the blow, a deep economic slump and financial crisis are unavoidable. The key questions now are how bad the COVID-19 recession will be and how long it will last.

On Monday, the US central bank acted with stunning shock and awe. Then, government after government announced the biggest fiscal support packages ever seen in history. All of which begs the billion dollar question - sorry, multi, multi trillion dollar question. Are we out of the woods?

While pandemics are comparatively rare, and severe ones rarer still, I am not aware of a historical episode that can provide any insight as to the likely economic consequences of the unfolding global coronavirus crisis. This time truly is different.

This is a time to be buying not selling. Question marks remain as to how far this market will fall before it bottoms out. But what we do know is that valuations are attractive. The chances of long-term investors earning returns well in excess of Term Deposits over the next five to 10 years are very, very high.

COVID-19 threatens both medical and economic disaster. While it may be too late to avert a public-health crisis, unlike the medical effects of the virus, the economic impact is easy to predict and overcome.

Established in 2016, Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The 1.5-day, face-to-face and online learning program is designed and curated by our specialist, experienced and independent team and features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications.

US/China trade tensions and the coronavirus outbreak highlight that a VUCA world abounds. But this does not change long-term trends that make emerging markets ripe for investment.