With the correct set of risk management practices and quantitative investment analysis, returns north of 50% can be generated from recessionary global events. For a diversified portfolio of stocks or property, this offers complementary returns which permit wealth accumulation no matter the economic climate of the day. Such a strategy does,... Show More
In the last edition of our Hype Cycle publication on 9 January 2019 we had to put ashes on our head for not having warned of the correction in the fourth quarter 2018. However, we redeemed ourselves somewhat in the last report because there we analysed the sentiment of retail... Show More
During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under management, sat down with us to discuss his career and Loomis Sayles. During our conversation, Kevin offered his perspective on the key investment themes for... Show More
Buying undervalued stocks is traditionally the way investors seek to deliver returns over the long term. At Vega Capital, we utilise a differentiated way of looking at the markets in the United States and discuss it in today’s blog. There are two overarching algorithms we utilise, the first uses macroeconomic... Show More
With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More
U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many Americans. However, some forward indicators are showing signs of risks brewing on the horizon. Show More
Let’s start by reviewing what the yield curve actually is. Consider a range of durations for government notes, for example, you can have 3-month notes, 1-year notes, 2-year notes and so on up to 30-year bonds and notes. Show More
The negative effects of ALP policies on housing, SMSFs and profit margins are already impacting certain sectors of the market, such as banks, residential property developers, homebuilders and retailers. Show More
Much has been made of Australia’s nearly 28 years without a recession. Despite many seeing recession as inevitable in response to the 1997 Asian crisis, the 2000-2003 tech wreck, the GFC and the “end” of the mining boom Australia has seemingly sailed on through each of these regardless. This has... Show More
Chris Watling, CEO and Chief Market Strategist at Longview Economics, recently sounded the recession alarm on the Australian economy. We had the chance to sit down with him to explore his view, hear where he’s seen a very similar set up before, and to learn just how bearish he really... Show More