InvestNow News 30th Aug – Elevation Capital Presents: The Walt Disney Company
InvestNow News 30th Aug – Elevation Capital Presents: The Walt Disney Company
Elevation Capital’s Investment Summary and overview are available here.
InvestNow News 30th Aug – Antipodes – Siemens: Quality and growth, without the headlines
InvestNow News 30th Aug – Antipodes – Siemens: Quality and growth, without the headlines
At Antipodes, we look beyond the headlines and explore less obvious parts of the market in order to find true value and growth.This is particularly important in the market we are currently faced with.
It’s a market relentlesslyreaching for structural growth and quality at any price, while cyclical sector valuations have rarely traded on lower multiples.
The reality of persistently low real rates is that the adoption of disruptive technologies […]
InvestNow News 30th Aug – Antipodes – Investing in an age of uncertainty
InvestNow News 30th Aug – Antipodes – Investing in an age of uncertainty
At Antipodes, we believe the biggest risk to your clients’ portfolios is overexposure to expensive growth.
When considering this risk, most will immediately think about exposure to growth-style funds, but overexposure can materialise in ways you may not fully appreciate.
Consider the passive index. Given software and internet alone have grown to account for 10% of the index, this represents an area of risk.
The last time this was the case was […]
InvestNow News 30th Aug – AMP Capital – The outlook for the Eurozone and ECB
InvestNow News 30th Aug – AMP Capital – The outlook for the Eurozone and ECB
In this economic update Diana Mousina, Senior Economist, AMP Capital Australia, takes a look at the outlook for the Eurozone and ECB, including political risks, manufacturing slump and negative interest rates.
The weakness in the Eurozone economy in the second half of 2018 was expected to be transitory, and a recovery in […]
InvestNow News 23rd Aug – Russell Investments – July 19 Fact Sheets
InvestNow News 23rd Aug – Russell Investments – July 19 Fact Sheets
InvestNow News 23rd Aug – Nikko – July Investment Update
InvestNow News 23rd Aug – Nikko – July Investment Update
It’s been four months since we wrote in this commentary that the market was undecided between whether recent market rallies were pointing towards an impending correction (a euphemistic term used to describe a sudden drop in prices), or the foundations for further expansion. The ongoing strong returns investors have enjoyed in the diversified funds could suggest that any nervousness at that time was unfounded, but it […]
InvestNow News 23rd Aug – Morphic – Juul: What were they smoking?
InvestNow News 23rd Aug – Morphic – Juul: What were they smoking?
In Los Angeles for the first time in four years, Jack Lowenstein was stunned by the widespread use of the Juul electronic cigarette.
What happens when a massive old no-growth cash cow company meets a bustling start-up “disrupting” its core business?
The following involves two US companies we can never own because of our ethical screens: Altria and Juul. It is a warning on the damage […]
InvestNow News 23rd Aug – AMP Capital – US still looking okay … for now
InvestNow News 23rd Aug – AMP Capital – US still looking okay … for now
The recent inversion of the US yield curve has generated renewed angst about the health of the US economy. Our view on this is unchanged from the comments we provided in the July edition of Quarterly Strategic Outlook; quantitative easing has collapsed the term premium, which […]
InvestNow News 23rd Aug – Harbour – Inversion Irrelevance
Inversion Irrelevance – Harbour Asset Management
- The US yield curve briefly inverted last week, sparking predictions of recession
- Whilst US activity is slowing, the prospect of recession is not borne out by the data
- The NZ yield curve is not inverted, and inversion has not been a useful predictor of recession
- NZ economic indicators are not signalling recession but global risks do provide a negative skew to RBNZ Official Cash Rate outcomes in the near term
US yield curve inversion, a widely cited recession signal, briefly […]
InvestNow News 23rd Aug – Fisher Funds – Fibre: how a mega-trend and a moat leads to a valuable fixed income investment
How a mega-trend and a moat leads to a valuable fixed income investment – Fisher Funds
What makes a good fixed income investment?
Well, it’s actually not too complicated. When we lend your money, we have two goals – its eventual safe return and earning an attractive return from it. The former though is by far the most important.