Macro sponsored
Staude Capital

2017 was a tremendous year with the global economy breaking out of the rut that it had been in for some time. Global GDP growth was just under 4%, the fastest rate of growth since 2011, and we had a synchronised upswing across the major economies which created something of... Show More

Miles Staude

Where the argument that current share market valuations are too high generally breaks down is that it is based on comparing current P/E ratios to very long-run historical averages. In this video and edited transcript below, Emma Davidson poses the question of whether valuations are too high to Miles Staude... Show More

Miles Staude

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

First strikes at Keybridge Capital and CMI, second strikes avoided at Webjet and results for Estia Health, Hill End Gold, McGraths, Energy Technologies, Cash Converters, Global Value Fund and BPH Energy. You'll find today's note at this link Show More

Miles Staude

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