FIIG 17/09/2014 |
My commentary this week runs along my rather common theme of late: Hybrids, their complex structures and inherent risks. There are an estimated 75,000 consumers invested in hybrids in Australia. I believe this is an area that deserves some attention.
Forager Funds 17/09/2014 |
Forager International Fund is invested in the New York Knicks through The Madison Square Garden Group - Gareth Brown discusses why he thinks this was picked up at a bargain.
Betashares 15/09/2014 |
The surge in employment last month now closes the inconsistency gap that had developed in recent months between forward labour market indicators and actual labour market performance. It’s also consistent with the step up in GDP growth in H1’14.
CMC Markets 12/09/2014 |
Despite a stronger performance, investors appear disappointed with Sigma's H1 results - bringing the stock to a key chart point.
Betashares 11/09/2014 |
In my monthly Global Markets Review for August, I observe that developed and emerging market equities continued to rise, helped by a rally in bond yields which was due to heightened expectations that global monetary conditions would remain very accommodative for some time.
Schroder Investment Management Australia 11/09/2014 |
Even ugly ducklings can grow up to be swans someday and we have started to observe a number of fallen stocks recover and perform well this year as either management teams change (vis APN) or new owners perceive value where the stockmarket didn’t (Wotif.com).