News
5 Factors to Consider When Assessing Company Results
Investors can be deluged with company results announcements during any given day of reporting season. Failing to keep pace with this torrent of information can mean missing out on trading opportunities and gaining deeper company insights....
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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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Will the US Dollar Become Another Casualty of COVID-19?
The COVID-19 pandemic has presented governments around the world with the painful choice between shutting down their economies and letting many of their citizens die. The US has managed to choose a third option - "both of the...
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Manager Insights | Spatium Capital
Damen Purcell, COO at Australian Fund Monitors, speaks with Jesse Moors and Nicholas Quinn from Spatium Capital. Jesse and Nicholas manage the Spatium Small Companies Fund, a long-only fund that invests in a portfolio of 25 - 40 ASX300...
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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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