Global

“House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t seeking headlines, but rather being realistic in his latest piece. Having kept track of the entire cohort of mainstream economists for several years now, Joye continues to stand out as being the most…

Specialist fund manager, NAOS Asset Management, which has a value focus and seeks to gain any edge it can, often focuses its attention on comments made by people in the know, such as CEOs or business leaders. By doing this, it helps the team gain a better understanding of current market conditions and any trends…

The Conference of Parties to the United Nations Framework Convention on Climate Change (UNFCCC), or “COP26” as it’s commonly known, is a fortnight-long series of conferences between global leaders to discuss their climate commitments, and ways to combat climate change. There are 197 countries that will attend and review their progress on climate action carried…

Structured products platform Stropro has launched a new product suited for the income-seeking investor. With global cash rates at near-zero and minuscule bond yields, conditions for income investors have gone from bad to worse. The return on cash in some cases is even negative after inflation. The only place to go for yield is up…

Howard Marks, one of the investment world’s more celebrated investors, has added his voice to other celebrated investors in decrying continued use of the terms ‘value’ and ‘growth’. The co-founder and co-chair of Oaktree Capital Management, the Los Angeles-based firm renowned for its predominantly fixed income and credit strategies, addressed the opening session of the…

This may sound repetitive, but the opportunity in Big Tech has never been better. The US quarterly reporting season has all but confirmed that the most important companies in the world remain in robust health. That is, of course, with one small caveat; your definition of technology. The term Big Tech has come to encompass…

Going by much of the press coverage on Evergrande (HKG: 3333), China’s second biggest property developer, it would appear that the world was teetering on the brink of another Global Financial Crisis.  The company is desperately scrambling to push through a last-minute deal that will save it from formal default. However media pundits have been…

“Money makes money. And the money that money makes, makes money” – Benjamin Franklin To many, this quote likely stands out as being among the most capitalist comments that would appeal to a billionaire professional investor, managing over $100 billion for investors all around the world. Yet at the core of this quote is the…

China’s economic growth has gone from bad to worse – on the Middle Kingdom’s lofty statistical standards, that is – after official data showed that third-quarter GDP came in at 4.9 per cent annual, short of the expected 5.0 per cent predicted by analysts. It was also three percentage points lower than the 7.9 per…

As the world gets ready to emerge from its Covid hibernation, low inventory levels, supply chain disruptions and booming demand for semiconductor chips have brought about an economic dislocation which is receiving considerable attention. Portfolio Manager Denny Fish and analyst Shaon Baqui at Janus Henderson Investors have released a research note for investors, outlining the…

The Redbubble Ltd (ASX: RBL) share price is currently down 9% after releasing its FY22 first-quarter update. Why is the Redbubble share price being crunched? Investors pay close attention to how much growth a business reports. Sometimes, a quarterly update can have a major impact on investor thoughts. Though, arguably, one quarter shouldn’t necessarily have such a…