
News

Aussie Property - Khe Sanh
16 Nov 2018 - Morphic Asset Management
Two years ago this month, Morphic made a rare foray into the "battleground" that is Australian property views. We say battleground because, a bit like schooling, everyone has an opinion as everyone has an experience and that opinion is...
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16 Nov 2018 - Aussie Property - Khe Sanh
By: Morphic Asset Management

From Weak Owners to Strong Owners - Assets in a Bear Market
13 Nov 2018 - Marcel von Pfyffer, Arminius Capital
Through 2018, many of our investors may well have become bored listening to our endless repetitions of the warning that a market correction was "just around the corner". In October, the correction arrived in all major markets: the US...
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13 Nov 2018 - From Weak Owners to Strong Owners - Assets in a Bear Market
By: Marcel von Pfyffer, Arminius Capital

If 24 LICs ran the Melbourne Cup, which would be our favourites..?
12 Nov 2018 - Daryl Wilson, Affluence Funds Management
We are proud to present our second annual form guide for the 'LIC Cup'. This race is even bigger than the Melbourne Cup! There is approximately $35 billion of gamblers' (investors') money at stake in this sector, so the stakes are...
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12 Nov 2018 - If 24 LICs ran the Melbourne Cup, which would be our favourites..?
By: Daryl Wilson, Affluence Funds Management

Mr Market's Incurable Emotional Problems
9 Nov 2018 - Jon Horton, NWQ Capital Management
October's share market plunge confirms the view that traditional investment methodologies have their limitations and can be a very unsettling way to protect and grow your wealth, according to Jon Horton of NWQ Capital Management, who...
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9 Nov 2018 - Mr Market's Incurable Emotional Problems
By: Jon Horton, NWQ Capital Management

When the Bear Trips, How Hard Does It Fall?
8 Nov 2018 - Marcel von Pfyffer, Arminius Capital
Investors will remember that we have been nagging them about the coming correction. Now that it's here, the big question is how bad will it be.
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8 Nov 2018 - When the Bear Trips, How Hard Does It Fall?
By: Marcel von Pfyffer, Arminius Capital

Identitii - The baby in the bathwater
6 Nov 2018 - KIS Capital
Unless you've been living under a rock these past few years, you've undoubtedly been barraged by news of the 'latest and greatest' iterations of blockchain technology. Whether it be Bitcoin, Ethereum or any of the seemingly endless supply...
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6 Nov 2018 - Identitii - The baby in the bathwater
By: KIS Capital

Fund Performance - How Averages Don't Tell the Full Story
5 Nov 2018 - Australian Fund Monitors
The old saying about averages that "when your head is in the freezer and your feet are in the oven, overall your temperature is average" is particularly relevant when looking at the investment returns of managed funds, when "average" can...
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5 Nov 2018 - Fund Performance - How Averages Don't Tell the Full Story
By: Australian Fund Monitors

Track Record - The Analyst's Friend or Foe?
2 Nov 2018 - Australian Fund Monitors
Generally speaking, managed funds are required to have a minimum track record of 3 years, preferably 5, before being able to achieve a recommended rating and thus make it onto the prized Approved Product Lists or APL's of platforms and...
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2 Nov 2018 - Track Record - The Analyst's Friend or Foe?
By: Australian Fund Monitors

4 ways to cope with this correction
29 Oct 2018 - Dean Fergie, Cyan Investment Management
As of today, the All Ords will have pulled back more than 10% in less than two months. It's officially a correction now. Here are four strategies on how to cope.
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29 Oct 2018 - 4 ways to cope with this correction
By: Dean Fergie, Cyan Investment Management

M&A Spotlight: Takeda Pharmaceutical and Shire Pharmaceutical
19 Oct 2018 - Antonio Meroni, Pengana Absolute Return Asia Pacific Fund
The Fund Manager of the Pengana Absolute Return Asia Pacific Fund discusses the M&A deal between Takeda Pharmaceutical and Shire Pharmaceutical.
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19 Oct 2018 - M&A Spotlight: Takeda Pharmaceutical and Shire Pharmaceutical
By: Antonio Meroni, Pengana Absolute Return Asia Pacific Fund