ASX:SRG

SRG GLOBAL LIMITED

Steve McCarthy

We consider it important to invest within a disciplined value investing framework in order to significantly outperform the market over the long term. Importantly, value investing can be applied to both high and low growth businesses; the key is to invest when the true underlying worth of the business is... Show More

Livewire Exclusive

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The Ausbil approach is described as 'style neutral' - which means they can invest wherever they find the best opportunities. Jennings says they're ideal... Show More

Livewire Exclusive

Bond yields have held their ground over the last few weeks, keeping the pressure on rate sensitive stocks. The question is whether this is a kneejerk market reaction or a meaningful shift? Chris Watling, CEO & Chief Market Strategist at Longview Economics, recently wrote on Livewire that: “With the beginning... Show More

Dean Fergie

If interest rates continue to rise, it would indicate a loosening of monetary policy and a pro-growth, high-spending political and economic environment. Initially, and understandably, the bond-proxy and income stocks have sold-off markedly: property trusts, infrastructure and, in Australia, the major banks and telcos. Liquidated funds would quite rightly be... Show More