cash

The Value of Cash

Gareth Brown

Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the Forager International Shares Fund. On our recent roadshow tour, many intelligent questions were asked about the current cash weightings. Is it reflective of our thoughts on value available in stockmarkets?... Show More

We’re witnessing “A truly unique event”

Livewire Exclusive

“We’ve never in history, run sophisticated economies, with sophisticated financial systems, through declining populations. It is a truly unique event.,” said Mark Burgess from Jamieson Coote Bonds at the recent Livewire Live investor forum. “ affects all asset classes in strange ways… House prices don’t work when demographics don’t work.”... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market moved up and down and finally finished mainly flat. There is enough negative news that can derail optimism in early March. The currency is holding up like a rock and we will need RBA to move on rates to get that down. It’s time to buy some gold... Show More

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Morning Strip | Aussie Institutional Market Wrap

Mathan Somasundaram

Aussie market expected to open flat, but should trade down as the market moves to reduce exposure going into the weekend. There are enough negative news that can derail optimism in early March…(1) Oil likely to slide (2) US Fed meeting in mid-March (3) Chinese equities fell over 6% (4)... Show More