NEWS
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.
Read more...
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...
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...
Who is the largest, most successful emerging market? - Part II
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...
Read more...
Who is the largest, most successful emerging market? - Part 1
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...
Read more...
Bond yields can be misleading
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...
Read more...
What an Exciting Time to be Long or Short Tesla
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...
Read more...
Musical Chairs 2019 Q4
Read more...
LIC/LIT Conflict of Interest Debate
Mis-selling plagues the asset class as issuers paying commissions to advisers and brokers continue to cause friction within the industry...
Read more...
The False Contradiction of Value Versus Growth
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.
Read more...
