At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset prices and our equities portfolios over the coming 12 months. Within this report we also nominate a bucket of stocks (typically... Show More
Last year, 81% of all 500 of the Fortune 500 CEOs interviewed, agreed that artificial intelligence (AI) is “extremely important” or “very important” to the future of their companies. A sharp increase from 54% the previous year. In recent years AI has become a buzzword that every industry seems to have... Show More
We use derivatives across the majority of our portfolios to improve performance and / or to reduce portfolio volatility. They help us consistently beat the market over time and improve the overall flexibility within our portfolios. We are almost entirely ‘sellers’ of options, and the bulk of our transactions are... Show More
May 2017 has pushed equity indices in Australia back to levels last seen in March and February, erasing in full the April advance, but as has been the case on so many occasions in years past, face value index movements are not telling the full story of what is happening... Show More
Does being a CEO who has a stake in the business affect decision-making? Watch the video to hear Michael talking about owner-operators making strategic business decisions for long-term growth. Show More
Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight of the big picture. In this short video he shares his assessment of the current ‘big picture’ and how it will influence local shares. We’ve always... Show More
Funds management should look a lot different at the end of 2017. Show More
Here's the latest weekly S&P500 #ChartStorm. In this edition I include a broad mix of charts with some flagging bearish signals, and others presenting a more bullish case. They include: 50-day moving average breadth, an interesting analog chart, a couple of views of investor sentiment, the implications of the CBOE... Show More
For right or for wrong, the market's narrative has changed and changing trends and dynamics have swiftly created winners and losers across the Australian share market. Show More
It has become a popular observation: investors are paying up for solid, predictable and reliable growth alongside growing dividends. You know, those stocks that don't seem to have any bad days, unlike the resources, the banks and the cyclicals. As I have been arguing since 2008, the new context of... Show More