NEWS
Love in the Time of COVID-19
Another brief update from Delft on what to do with your hard-earned savings. We are not epidemiologists so won't be pontificating on the myriad possibilities and uncertainties of the virus - mutations, complications and infections. We have...
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Finding Defensive Funds in a Disorderly World | Insync Fund Managers
Australian Fund Monitors' CEO, Chris Gosselin, speaks with Monik Kotecha, CEO of Insync Fund Managers. Monik is the Chief Investment Officer of both the Insync Global Capital Aware Fund and the Insync Global Quality Equity Fund and in this...
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COVID-19 | Analysis from Longview Economics
This article from Longview Economics contains a round-up of the latest developments relating to COVID-19. Given its potential for further significant impact on the global economy and markets, they have created this daily report with the...
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Finding Defensive Funds in a Disorderly World | Kardinia Capital
Continuing the theme of "Defensive Funds in a Disorderly World", Australian Fund Monitors' CEO, Chris Gosselin, speaks with Kristiaan Rehder, Portfolio Manager of the Bennelong Kardinia Absolute Return Fund. Kristiaan shares his views on...
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Loftus Peak building on 'Disruptive Innovation'
Following the passing of Harvard Professor Clayton Christensen, father of disruption of business, Loftus Peak explains how his research has informed the team's thinking.
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Finding Defensive Funds in a Disorderly World - Loftus Peak
In this brief 6-minute video, AFM's Chris Gosselin speaks with Alex Pollak, CIO of Loftus Peak's Global Disruption Fund, about their strategy of investing in a concentrated portfolio of profitable companies with sound revenues and little...
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Fear and panic will not see us through; reason and rationality will
The last seven days have been historic times in markets. The eleven-year bull market that started on 9 March 2009 finally ended eleven years and two days later, amidst some of the most volatile conditions seen on exchanges around the world...
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Caught in the downturn - can the gold sector still offer respite from market...
Gold has been shown time and again to be a safe haven in times of crisis, but it is also a liquid financial asset which can be impacted in the short-term by the actions of traders and speculators.
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The Asymmetry Of Interest Rate Duration Risk
As bond yields have now collapsed to ultra-low levels, the traditional protection they provide from duration risk has vanished...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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