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Printed: 04 July 2024 3:28 AM

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Who is the largest, most successful emerging market? - Part II
5 Mar 2020 - Insync Fund Managers
This is the 2nd of 3 articles in which Insync discuss what they believe to be the long-term drivers that make the most successful emerging market. In this article they discuss the next 4 of 7 essential characteristics, those...
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Who is the largest, most successful emerging market? - Part 1
2 Mar 2020 - Insync Fund Managers
In this article Insync Fund Managers discuss what they believe to be the long-term drivers that make the most successful emerging market. Ultimately they believe it is a market that is well positioned to capitalise on the the fourth...
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Bond yields can be misleading
25 Feb 2020 - Ardea Investment Management
How can a negative yield bond deliver a positive return, or a positive yield bond deliver a loss? Those used to conventional bond investments tend to focus on a bond portfolio's yield as a proxy for its expected return. This...
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What an Exciting Time to be Long or Short Tesla
21 Feb 2020 - Michael Frazis, Frazis Capital Partners
Michael Frazis, Founder and Portfolio Manager of the Frazis Fund, discusses his views on the recent sharp rise in Tesla's share price. He notes that, from the lows in 2019 to the recent peak, short sellers have lost over US$20 billion...
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Musical Chairs 2019 Q4
14 Feb 2020 - Adviser Ratings
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LIC/LIT Conflict of Interest Debate
7 Feb 2020 - Christopher Joye - Coolabah Capital Investments
Mis-selling plagues the asset class as issuers paying commissions to advisers and brokers continue to cause friction within the industry...
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The False Contradiction of Value Versus Growth
7 Feb 2020 - Charlie Aitken, Aitken Investment Management
Given the substantial outperformance of 'growth' stocks over the past decade - and 2019 in particular - there is currently a robust debate around whether it's time to switch to a more 'value' oriented portfolio.
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Trends in Renewable Energy and some thoughts on climate change
6 Feb 2020 - Delft Partners
The range of investment opportunities in renewables is increasing and perhaps counter intuitively is most apparent in the USA, and obviously, Canada. This is capitalism in action since the cost benefits of renewables are now comparable to...
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Coronavirus - Worse than you think, but not necessarily bad for stocks
6 Feb 2020 - Michael Frazis, Frazis Capital Partners
The 2020 Coronavirus has become a cultural meme, like Kony 2012 or bitcoin in 2018. I'd guess most people on the planet have talked about it in the last 24 hours. The doctor line seems to be that it's not that bad... more people die from...
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Retirement Income Review Submission
5 Feb 2020 - Gyrostat Capital Management
The importance of new risk management techniques. While minimising the risks associated with lifetime investment earnings for Australians is a proposition with wide support, the Australian financial services sector is founded on...
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Events Calendar

July 2024
Perpetual Live Webinar | Opportunities in credit markets: A 40-year perspective
25 Jul 2024 11:00 AM to 12:00 PM

Join one of Australia's most experienced credit and fixed-income managers, Michael Korber.

 

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