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
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
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
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
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
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
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 market. &feature=youtu.be A Listed Investment Company, WAM is managed by Wilson Asset Management. Show More