How this Alpha manager is faring in COVID-19 The Magellan Global fund’s exposure to Microsoft has boosted the fund as the stock became the beneficiary of the move to online working while hospitality exposure has been a detractor to performance. For more.

Infrastructure beats Aussie equity counterparts The average infrastructure fund has lost 15% during Q1 as the lockdown restrictions impact toll roads, airports and oil pipelines but this remains a higher rate of return than for Australian equities. For more.

T. Rowe Price leans into equity weakness T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities. For more.

Investors warned to take caution on equity fundraisings Investors need to watch out among the recent capital raising as some companies could still struggle after the COVID-19 pandemic despite an attractive price, according to First Sentier Investors. For more.

Healthcare sees 10% gains amid COVID-19 pandemic Healthcare stocks have vastly outperformed industry sectors year to date, becoming the third-largest sector in the ASX 200, according to S&P Dow Jones. For more.

Lockdown rules hit retail share prices The lockdown rules are causing a ‘dramatic reduction’ in retail traffic with major retailers reporting declining share prices. For more.

‘Bailouts are not for shareholders’: Munro Bailouts are there to save jobs and businesses and the COVID-19 pandemic is a health and solvency crisis and shareholders have to pay their bit, Munro Partners believes. For more.