Tom Stevenson

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when he sneered ‘there’s something going on here, but you don’t know what it is, do you, Mr Jones’. Both point to the investor’s greatest... Show More

Saxo Capital Markets Australia

Uncertainty looms over Q3 2016 and beyond, but this isn’t necessarily a negative. If uncertainty is met by reforms and improvements, the present risk events could appear in hindsight as harbingers of positive change. Trading in Q3 will be about navigating the increased volatility, understanding how the social contract will... Show More

Matt Felsman

I spoke with Swiss financial television station Dukascopy TV about geopolitical event uncertainty, Australian AGM season and how can investors be smarter in their stock selection. Over the last 20 years, big positions in traditional Australian blue chip stocks have been rewarding for investors. BHP Billiton Limited and Rio Tinto... Show More

Saxo Capital Markets Australia

There are times for risk-on, go big or go home, and times for risk-off and play defence. Kay Van-Petersen (KVP), Asia Macro Strategist at Saxo Capital Markets, says “this is a time to play defence”. The theme of the moment is that there is an awful lot of uncertainty in... Show More