“Yields on 10-year US Treasuries have fallen to 2.4% – a level that was unseen even in the Great Depression. This is ‘return-free risk’, said bond guru Jim Grant. It is much the same story across the world. Yields are 1.3% in Japan, 3.02% in Germany, 3.13% in Britain, 3.26%... Show More
Over the past week Livewire has run a feature on generating alpha through effective investment idea generation and screening. We learned that there is no substitute for meeting with as many companies as possible. Valuable ideas also come from advisers, other investors, monitoring buying and selling of company insiders, attending... Show More
The buy-side verdict on Channel Nine. In this short video Jeremy Bendeich, the Chief Investment Officer at Avoca Investment Management (Part of Bennelong Funds Management) delivers his verdict on the upcoming Nine Entertainment float (ASX: NEC). In particular Bendeich talks about the company's valuation in relation to its listed peers.... Show More