NEWS
Why I'm not a fan of the Fed buying corporate bonds
In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created...
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Hotwiring the Chinese Economy
The Chinese economy has stalled. The manufacturing PMI for May was an anaemic 50.6, a touch worse than April's 50.8. The PMI is a dispersion index, which means that figures above 50.0 indicate expansion, and figures below 50.0 indicate...
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How to Cash in on the Next Market Crash
Is it safe to say it's over?
I think so. It's possible the recovery has been too far, too fast. Markets could very easily fall from here. But the economy is already recovering, the health crisis is not as bad as feared and many...
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Manager Insights | Loftus Peak
Australian Fund Monitors speaks with Alex Pollak, CIO of the Loftus Peak Global Disruption Fund, to get an update on how the Fund has performed in light of the COVID-19 crisis and how Loftus Peak expect it to perform into the future. Alex...
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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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Navigating the Long Road to Recovery
Much has been written about the cause of this financial crisis. At its core, it's a public health crisis that's resulted in a financial crisis. Similarly, a lot of ink was spilled on the global financial crisis of 2008. But there has been...
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Protests in Hong Kong and the Impact on Equity Market Returns
Kevin Smith takes a look at some of the political issues that have contributed to mass protests in Hong Kong and the impact on the risk and return characteristics of the local equity market in the short and long-term.
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Fed to go negative? Any idea can seem 'crazy' until it becomes fact
The market is becoming focused on whether the Federal Reserve (Fed) will take rates negative. Admittedly, Powell has thrown a bit of cold water on it by saying that they haven't considered it, and almost every economist I have read seems...
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Learnings from a Crisis (to date)
2020 to date has been a series of local and global events which have tested process, conviction, and stamina of every small and emerging company investor. May has only just concluded and investors have had to assess the impact of fires,...
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Global change - what is happening now, and what comes next?
We are currently experiencing the largest living and working-from-home experiment ever. Businesses that were on the fence about the usefulness of conferencing tools such as Zoom, Microsoft's Teams and Google's Hangouts now find themselves...
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