Padley: The problem with buy and hold
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Bob Desmond: We’re finding value everywhere
When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'.
And you can't blame them. The age of cheap money and growth at any cost is over. They're not defe...
Chris Watling’s portfolio preparation guide for a 2023 global recession
Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and promptly asked Watling for £30. There was a pause, as the two made eye contact before...
Mark Landau: Why it’s time to put down the last decade’s playbook
The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than it's ever been.
When the market is driven by momentum, as it has been through the past decade, piling onto winners has paid ...
How this Hall of Fame bear is buying the dip
It's not a stretch to call the last twelve months in markets a regime change. Inflation, rates, valuations, liquidity; everything has been turned on its head.
While today's conditions may be unique in makeup, they're not new in isolation. Each of th...
Why the stock market’s bubble hasn’t really burst yet
When markets crash sharply, as they did earlier this year, it can be a mistake to assume that as soon as the falls peter out, the market will then naturally recover.
Sure, this sometimes happens. The crash of 87, the global financial crisis, and COV...
We’re in ’Tech Wreck 2.0”, and some big names won’t make it
The world is opening, but not to calm and stability.
Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic has left economies and markets rattled by supply chain problems, inflation, and rate ...
A stealthy small cap quietly building a market monopoly
Investment management can be a brutal business. When you're talking small caps, the brutality is amplified orders of magnitude.
Between March 20 and September 3 last year, the ASX Small Ordinaries Index sky-rocketed 44.38%. That's the kind of perfor...
Is a golden era for income investors coming?
Fixed income has had a torrid time of it the last year – in fact, by some measures it’s been the worst year on record – with US treasuries losing about a tenth of their value.
Since the beginning of this year, global bonds have recorded their worst ...
How Perpetual’s Vince Pezzullo invests when multiples retreat
Markets are a right mess today, thanks to surging inflation and the fear of what that will do to earnings.
In this environment, you want companies that have the market position, leadership and balance sheets to survive. However, actually finding th...