News
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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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...
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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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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...
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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...
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...
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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...
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