NEWS
Stimulus Fuels Breakdown Between Markets and Economic Reality
The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from their mid-March lows to be just 5%-15% below their pre-COVID-19 levels....
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The Rise of Restoration: A Focus on Oil and Gas Abandonment
As the global petroleum industry matures, an increasing number of projects are fast approaching their end of productive lives. Over the next 50 years in Australia, the estimated decommissioning liability amounts to USD 21bn. In...
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Clarity & Opportunity in a COVID-19 World
Anton Lawrence, Chief Strategist at Collins St Asset Management, provides his insights into the current macro-economic issues impacting Australian equity investors.
Consideration is given to the structural drivers of key ASX...
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Singapore's legacy for the fourth generation of the People's Action Party
The recent election in Singapore provided a gentle reminder to the ruling People's Action Party that their hold on power should not be taken for granted. Singapore has generated significant financial wealth to deal with the impact of the...
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Is Retail Facing A Fiscal Cliff Or A Speedbump?
Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards e-commerce and, more recently, the impact from COVID-19. Despite this...
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The Afterpay Bubble
Are you a sensible investor? Then you are almost certainly having a few thoughts about technology stocks, including regret, regret at not holding technology stocks, and regret at not holding Afterpay which is up 856% from the low in March...
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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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C.R.A.P. (Can't Recommend A Purchase)
The broking house I worked for in 1990 lost their number one rated media analyst. We were in the UK and he had just written a brilliant piece of research on Maxwell Communications. The research lifted the lid on one of the most powerful...
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Market Rally Increases Equity Market Risk
Should the recent rally provide comfort or concern for investors?
The recent equity market rally has provided relief and hope to investors, but in the face of deteriorating fundamentals it increases the risk for equity investors.
The recent equity market rally has provided relief and hope to investors, but in the face of deteriorating fundamentals it increases the risk for equity investors.
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Not having cash can be costly, but so can sitting on it - how not to make that...
As I reflect on the financial year just gone past it goes without saying that navigating markets through the challenges of COVID has certainly been an experience.
But there was also a big lesson that I'm sure many investors can...
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