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The ‘dividend discount model’ might have been built to assess company values in uncertain times such as these
Sifting through virus-torn portfolios requires a simple plan that points to where the detailed analysis is needed
The spooky quality of the Pareto principle has messages for epidemiologists and investors alike
Clear messages from two investment big-hitters: beware bonds and buy portfolio insurance
As dividends collapse, here’s how to judge if a company can sustain its payout
Covid-19 is simultaneously a major threat and a minor one. Understanding that helps equity markets relax
Old-world valuation formulae will work post Covid-19. But they will need tweaks. Here’s a primer
History and maths tell us something about today’s pandemic. The lessons mix hope and fear
It may get nastier yet – all the more reason to know market history and to have sound bearings
Stock markets have been especially placid these past 10 years, but that does not reflect long-term reality