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Miles Staude

Miles has 15 years’ experience in investment management covering a wide range of financial markets. He has spent the last 7 years at Metage Capital, a London based investment management firm, and is the Portfolio Manager for the Global Value Fund (ASX: GVF). He is also a director on the Global Value Fund Board. Prior to joining Metage, Miles spent 5 years as a sell-side analyst at RBC Capital Markets based in both Sydney and London. Miles holds an Economics degree from Sydney University and is a CFA Charterholder.

Three big tests ahead for Europe and financial markets

Miles Staude
Miles Staude Global Value Fund

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

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Trump card for the markets?

Miles Staude
Miles Staude Global Value Fund

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

'Brexit' - A view from London

Miles Staude
Miles Staude Global Value Fund

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

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Skinny dipping

Miles Staude
Miles Staude Global Value Fund

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

The myth of disappearing bond market liquidity

Miles Staude
Miles Staude Global Value Fund

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

Activist sets sights on AMP Capital’s AGF

Miles Staude
Miles Staude Global Value Fund

For eight years unitholders in AMP Capital China Growth Fund (ASX:AGF) have suffered from a substantial discount on their unit price relative to the underlying value of their fund. This discount has persisted through both buoyant and weak financial market conditions. Indeed, the Board has presided over a fund with... Show More

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The unfolding US recovery is a good news story we should all cheer

Miles Staude
Miles Staude Global Value Fund

One of its most visible consequences has been a strong rally in the US$, which has increased by 19% on a trade-weighted basis over the past year. Moves of this magnitude can have far-reaching consequences however. Years of quantitative easing have flooded capital markets with US$'s, many of which have... Show More

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The view from London: It's not that scary out there. Having spent the past 3 weeks travelling around Australia it is striking how pessimistic many people are

Miles Staude
Miles Staude Global Value Fund

The view from London: It's not that scary out there. Having spent the past 3 weeks travelling around Australia it is striking how pessimistic many people are. Perhaps this is a home bias at play; the outlook for Australia certainly looks set to diverge from that of other developed counties in... Show More

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