News
M&A Spotlight: Takeda Pharmaceutical and Shire Pharmaceutical
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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The Next Bear Market Has Just Begun
For the last six months we have been warning our investors that the end was nigh for the US bull market which has appreciated by a colossal +423% for the S&P500 TR index from 6 March 2009 to 21 September 2018. The recent rises in US...
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Spectrum Insights - Bank greed and latent risks
Fish apparently rot from the head down. Australia's big four banks' CEO's have helped themselves to monster pay rises over the past twenty years. To help meet their performance targets, staff were financially motivated to sell...
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JBH, this efficient cost operator is fit to compete
Despite the rise of Amazon, JBH has a number of core strengths that position it as a real contender in the consumer electronics category.
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Lessons of the past staring back at us today!
I began my career in financial markets in the early 1980's and was fortunate to be mentored by industry veterans of the time who had survived and prospered from the inflation lessons of the 1970's.
Keynes "General Theory "...
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A study in scalability and how it can drive strong investment returns
A study in scalability and how it can drive strong investment returns
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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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This was a fantastically dull reporting season
This was a boring reporting season for Australian Real Estate Investment Trusts, and all the better for it. Excitement in this area of the market usually spells trouble.
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Preparing for the Demise of Franking Refunds
Much has been written about the plan by the Federal opposition (likely to be the next Government) to abolish franking credit refunds. Along with removing negative gearing for existing housing and a 30% minimum tax rate on family trust...
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Orpea is riding a growth trend forecast to continue for decades
Orpea, a leading European elderly care home operator, manages over 86,000 beds across 12 countries and is now expanding outside Europe.
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