Ben Griffiths

It seems a number of respected commentators have decided a bear market in equities is upon us. Perhaps this is so, but for now, this house is going to give the aged bull market the benefit of the doubt. We explain our reasoning here, and outline 3 new stocks we... Show More

Macro

Sydney property prices are now off more than 10% according to Corelogic data. While painful for property owners and investors, the effects go far wider than that. Speaking at a recent event held by IRESS and Livewire, Ben Griffiths from Eley Griffiths Group looked at the wider impact. The downturn has... Show More

Ben Griffiths

US equities plunged quickly on October 10, seemingly in response to several elements but nothing in-particular. US 10-year bonds traded through 3.12% and up to 3.24% on strong payroll data. Fed chief Powell declared rates to be a ‘long way from neutral’ and angst grew around the trade war with... Show More

Ben Griffiths

At the Future Generation Investment Forum last week, I presented two stocks that we’ve recently added to our portfolios; one for the Smaller Companies Fund, and one for the Emerging Companies Fund. First up, from the Emerging Companies Fund, was Mastermyne Group. Show More

Ben Griffiths

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on active positioning in small company stocks. The firm built an enviable reputation in the space and were richly rewarded through strong fund performance... Show More

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