NEWS
Manager Insights | Cyan Investment Management
Australian Fund Monitors speaks with Dean Fergie from Cyan Investment Management about the Cyan C3G Fund's activity since last speaking with him in April. Dean also provides his view on the current state of the global economy and Cyan's...
Read more...
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,...
Read more...
Benefitting from the Age of Efficient Corporate Management in Japan
Kevin Smith takes a look at some of the long-term business management trends in Japan and the impact on reported profits and balance sheets. After two decades of reducing debt, corporate Japan is in a strong position versus their...
Read more...
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,...
Read more...
Interview with Chris Watling from Longview Economics
As readers would know, AFM place considerable store on the data we receive from Longview Economics in London. Last week we had a chance to catch up with Chris Watling, Longview's Founder and CEO, who we have previously described as the...
Read more...
Interview with Monik Kotecha from Insync Fund Managers
We sat down with Monik Kotecha, Chief Investment Officer at Insync Fund Managers, to discuss the impacts of the COVID-19 pandemic on markets and the economy so far, what he expects the recovery to look like, whether that recovery may have...
Read more...
Cashing in on a crisis: Understanding, Overcoming and Profiting from 2020 and...
While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP's and/or economists, it seems that people are nonetheless compelled to offer their...
Read more...
China is Recovering
Economic patient zero is recovering, but no-one is immune to a relapse.
China is recovering, not only from COVID-19, but also from the GDP collapse caused by its lockdown. We know this because the central government has begun to...
Read more...
Where to Invest in a Post-Lockdown World
Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from economic hibernation. Here, I give a quick appraisal of the investment...
Read more...
The 'Beginning of the End', or the 'End of the Beginning'?
After a strong rebound in risk assets and some signs of a relaxation of the lock downs, we are now entering 'phase 2'. The actual damage done will become clear and fears about a viral resurgence are likely. Consequently, we expect a...
Read more...
