News
Will COVID-19 Cripple the 4 Banks?
Bank profits have been falling since 2015, but the latest half-year was particularly dismal. Loan growth was weak even before COVID-19 arrived on the scene, and the banks were already paying hefty remediation charges for their crimes...
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Manager Insights | Kardinia Capital
Australian Fund Monitors speaks with Kristiaan Rehder, Portfolio Manager of the Bennelong Kardinia Absolute Return Fund. Kristiaan shares his views on recent market activity and gives an update on how Kardinia Capital have positioned the...
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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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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,...
Read more...
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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