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Fixed Income

July 15, 2020 13:17

(Il)liquidity in credit markets

Very few people actually understand liquidity in credit (or non-government bond) markets. Many express opinions on the subject of credit liquidity and, for example,...

Christopher Joye

Christopher Joye

Coolabah Capital

July 15, 2020 13:17

Education

July 15, 2020 10:43

Black swans, white swans and very boring swans

Just about every day, someone, somewhere, makes a prediction of economic disaster with perfect logical arguments for its imminence. It's a fact that economic...

Will Simpson

Will Simpson

Blue Oceans Capital

July 15, 2020 10:43

Equities

July 15, 2020 10:14

The IPOs forging ahead in the coronavirus era

The coronavirus has pulled the plug on many proposed initial public offers (IPOs), with the Australian Securities Exchange’s ‘upcoming listings’ feed looking decidedly...

Tim Boreham

Tim Boreham

Independent Investment Research

July 15, 2020 10:14

Education

July 15, 2020 10:13

Clarity & Opportunity in a COVID-19 World: Strategy Paper

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Michael Goldberg

Michael Goldberg

Collins St Value Fund

July 15, 2020 10:13

Macro

July 15, 2020 09:17

Asian equities: not the place to be underweight

Global equity markets continue to grind higher in July, with the S&P 500 index up more than 3% and European markets up 1-2%. As markets re-approach their post-COVID-19...

Scott Haslem

Scott Haslem

LGT Crestone

July 15, 2020 09:17

Equities

July 15, 2020 09:07

The only certainty is that volatility will continue

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...

Amit Lodha

Amit Lodha

Fidelity International

July 15, 2020 09:07

Macro

July 15, 2020 09:05

The Asian century is heralded…and our plays

A combination of an increasingly well-to-do consumer base, rising levels of education, leapfrogging several stages in the adaptation of smart digital technologies by...

Zach Riaz

Zach Riaz

Banyantree Investment Group

July 15, 2020 09:05

Asset Allocation

July 15, 2020 08:53

Happy days for markets as flood of money continues

There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...

Simon Doyle

Simon Doyle

Schroders

July 15, 2020 08:53

Macro

July 15, 2020 08:10

Ignore the impacts of debt-fuelled stimulus at your peril

Over the past decade both debt and equity markets have become increasingly disconnected from traditional measures of fundamental value. A sober examination leads to...

David Rosenbloom

David Rosenbloom

ICN Consulting

July 15, 2020 08:10

Equities

July 14, 2020 16:15

Using global shares to break your dividend dependency

Global equities are usually added to a portfolio for one reason – to increase diversification. With the Australian equity market representing only 2-3% of global...

Alastair MacLeod

Alastair MacLeod

Wheelhouse Partners

July 14, 2020 16:15

Equities

July 14, 2020 15:21

What a difference a year can make

It was impossible to overlook global growth concerns throughout 2019 as the pace of economic activity slowed down notably in leading economies such as China and the...

James Abela

James Abela

Fidelity International

July 14, 2020 15:21

Equities

July 14, 2020 13:56

US Banks in Focus as Earnings Season Kicks Off

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...

Michael Smith

Michael Smith

Kauri Asset Management

July 14, 2020 13:56

Equities

July 14, 2020 13:53

The case for value investing

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...

Anton Tagliaferro

Anton Tagliaferro

IML

July 14, 2020 13:53

Macro

July 14, 2020 12:50

Yellen: Expect deep scars from this crisis

Hamish Douglass, Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about...

Magellan Financial Group

Magellan Financial Group

Magellan

July 14, 2020 12:50

Asset Allocation

July 14, 2020 12:39

A bridge to recovery or a financial cliff? Magellan holds the line on cash

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

July 14, 2020 12:39

Macro

July 14, 2020 09:17

Running out of steam

Wall Street’s dramatic recovery in April and May has run out of steam. You don’t have to look far for why that might be. The resurgence of Covid-19 infections, to the...

Tom Stevenson

Tom Stevenson

Fidelity International

July 14, 2020 09:17

Commodities

July 14, 2020 07:37

Are record inflows into gold ETPs a problem for precious metals bulls?

Summary Gold prices recently topped USD 1,800 per ounce, with the metal matching its highest ever quarterly close in USD in June. Gold exchange traded products...

Jordan Eliseo

Jordan Eliseo

ABC Bullion

July 14, 2020 07:37

Fixed Income

July 13, 2020 18:30

A secret weapon for income investors

The World Bank estimates almost 93% of countries will face economic contraction on a per capita basis in 2020 as a result of the pandemic. It is a crisis that has...

Omar Khan

Omar Khan

Freehold Investment Management

July 13, 2020 18:30

Equities

July 13, 2020 12:03

Short term outlook no roadblock for optimism

A lot has happened over the last quarter, with equity markets enjoying a very sharp rebound. Most economies have begun to reopen and many people’s lives are beginning...

Simon Mawhinney

Simon Mawhinney

Allan Gray

July 13, 2020 12:03

Equities

July 13, 2020 10:46

2 technology stocks with structural tailwinds

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

Nick Griffin

Nick Griffin

Munro Partners

July 13, 2020 10:46

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