Miles Staude

Debunking the bears part 1 – The bull market has gone on too long

Miles Staude
Miles Staude Global Value Fund

One area where bears seem to get a lot of traction is frightening people with the idea that the bull market has gone on for too long. And there is a lot of pseudo-science that gets peddled around the market these days on this theme about share market cycles and... Show More

gvf global value fund Miles Staude ASX:GVF Emma Davidson

The good news story Australia is missing

Miles Staude
Miles Staude Global Value Fund

Having spent the last 3 weeks on the road around Australia, the most striking takeaway is how bearish the local investor audience is relative to the optimism that is building offshore. In London, market sentiment views the 24% rally we’ve seen in global share markets over the past year as... Show More

global value fund Miles Staude ASX:GVF Emma Davidson

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Executive Series - Global Value Fund (GVF) Portfolio Manager, Miles Staude

CommSec
CommSec Online Stockbroker

Juliana Roadley speaks with Global Value Fund (GVF) Portfolio Manager, Miles Staude about the fund's performance, its discount capture strategy and the potential impact of Donald Trump’s surprise win https://youtu.be/IPflJTdhWNM Show More

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'Brexit' - A view from London

Miles Staude
Miles Staude Global Value Fund

As a Londoner and a “remain” voter Friday was a very sad turn of events for me. It is important to know however that the final outcome does not necessarily have to be as bad as the initial headlines have made out. What the UK was actually voting on was... Show More

global value fund Longform brexit Miles Staude ASX:GVF

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