bear market

In our highly-volatile global market currently driven by government stimulus and whipsawing investor sentiment – both rational and irrational – spotting investment...

When Jeremy Grantham speaks, the market listens, and he believes the market is on the brink of a catastrophic downturn that will rival the 1929 Wall Street crash....

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...

Despite facing a myriad of problems equity markets have staged a stunning comeback rally over the last three months. Liquidity from central banks, combined with...

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...

Amid a pandemic that’s set to surpass 4 million infections, sink the global economy into deep recession and saddle taxpayers with a generation’s worth of debt, most...

Sit in cash and suffer portfolio drag? Or go “all in” and risk testing the bottom with no bullets to spare? That’s the single most important question on the minds of...

The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...

The March quarter concluded a period of astounding world events and financial market volatility on a scale I had yet to experience. Very few in markets will have...

When commentators are asked about expected central bank behaviour, they generally fall even subconsciously between two camps, what the central banks should do and what...

We’ve seen the panic. Now we’re enjoying the relief. But the worst is yet to come - and then what? That’s the big issue on the mind of Chris Watling from Longview...

Every cloud has a silver lining and working at home has presented a few. I’ve learned that a 7am walk into the deserted countryside is a much better start to the day...

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis. The challenge for investors is working...

This is a huge (short term & long term) buying opportunity we are seeing right now. For short term traders we will get a big short term bounce.. but be careful. Last...

Navigating volatile markets is always challenging. Correction: navigating bearish markets is challenging; navigating bullish markets is usually pretty enjoyable. We've...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

As investors, we view bear markets as a natural part of the investment cycle. While losing capital is never an enjoyable experience, bear markets should not be feared...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

Following the falls in equity markets globally across October and November, there’s been a marked increase in bearish commentary from fund manager, analysts, and...