Miles Staude

Where the argument that current share market valuations are too high generally breaks down is that it is based on comparing current P/E ratios to very long-run historical averages. In this video and edited transcript below, Emma Davidson poses the question of whether valuations are too high to Miles Staude... Show More

Miles Staude

Having spent the last 3 weeks on the road around Australia, the most striking takeaway is how bearish the local investor audience is relative to the optimism that is building offshore. In London, market sentiment views the 24% rally we’ve seen in global share markets over the past year as... Show More

Miles Staude

Over the next six months, voters in Europe head to the polls in three crucial votes, each providing a powerful platform for the anti-establishment mood sweeping the world. In the wake of Brexit, one vote in particular, the French presidential election, has the potential to spell the end of the... Show More

Miles Staude

Like many people, the idea of President Donald Trump horrifies my liberal sensibilities. Nevertheless, he's proven masterful in navigating the realities of the US political system. What remains to be seen is how much President Trump looks like Candidate Trump. The Republicans are set to control all three branches of... Show More

Miles Staude

As a Londoner and a “remain” voter Friday was a very sad turn of events for me. It is important to know however that the final outcome does not necessarily have to be as bad as the initial headlines have made out. What the UK was actually voting on was... Show More

Miles Staude

It has been a magnificently bad start to the year for equity markets. According to commentators, one of the worst, if not the worst, start to a January on record. While episodes like this can be painful for investors, they can also serve to highlight how dependent many investment strategies... Show More

Miles Staude

The implementation of the Volcker rule has forced investment banks out of the business of trading on their own account in the US bond markets, an activity they often described, rather benevolently, as “providing liquidity”. A considerable lobby industry has emerged to push back against these new regulations, as has... Show More

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