recession

In previous posts, I’ve discussed our reasoning for why we believe the global economy is in the later stages of the business cycle. The next part of the cycle is a...

The consensus outlook for the US economy has become increasingly fearful in recent months. In particular, the bears point to renewed trade war concerns, which have...

Earlier this year, IBM unveiled the first ever commercial quantum computer. In quantum processing, unlike the binary code programming of older computers, something can...

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...

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....

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...

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...

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...

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...

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...