equity markets

Jeremy Grantham says beware the market ‘melt-up’

Roger Montgomery

Alas, there’s no magic signal to tell us when this market could savagely correct. The latest note of caution comes from famed US investor, Jeremy Grantham. He believes we are seeing a ‘melt-up’ in the stock market – the final stages of a great bubble near to bursting. Show More

equity markets correction

Introduction to the adaptive markets hypothesis

Andrew Macken

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. The second best book that I read in 2017 was Professor Andrew Lo’s Adaptive Markets: Financial Evolution at the Speed of Thought. Show More

value investing financial markets equity markets

Why I wouldn't invest in India

Mugunthan Siva

Last week, Apple CEO Tim Cook told analysts that “India is moving fast. They are moving at a speed that I have not seen in any other country in the world.” Despite this and many other positive endorsements, investors often procrastinate and identify reasons not to invest in India’s growth.... Show More

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The automation of everything

Clime Asset Management

Labour automation is the next major disruptor to industry. While it is predicted to trigger insidious job loss across developed and developing nations, it creates an incredible opportunity for investors. By understanding which industries both spend heavily on staff and are most vulnerable to robots, investors can gain from the... Show More

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An early warning signal for a bear market

Marcus Tuck

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than long bond yields, it is a sign that monetary policy is tight enough to choke off growth in the economy and company... Show More

Equity markets: Over-priced or on the money?

Clime Asset Management

The price of equity markets has been a talking point for many months, with many investors concerned there could be a correction just around the corner, yet equities continue to ride high. So are they overpriced, or are they correctly anticipating higher earnings? It all depends on how you look... Show More

bonds volatility global growth equity markets

Year in Re(ar)view: IPOs in 2016

OnMarket

So, how did 2016 go for new floats? Show More

Geoff Wilson, Chairman of WAM Capital Limited (ASX: WAM) discusses the Company's record profit, increased dividend, current portfolio positions and view of the...

Wilson Asset Management

Geoff Wilson, Chairman of WAM Capital Limited (ASX: WAM) discusses the Company's record profit, increased dividend, current portfolio positions and view of the market. &feature=youtu.be A Listed Investment Company, WAM is managed by Wilson Asset Management. Show More

wam capital equity markets