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A mixed bag for equities, at home and away

“These financial cleansings are really important to how you set up asset markets; they’re really important for how the Fed regains credibility; and they’re very important for curbing excessive risk-taking.”

Lachlan Maddock | 27th Jul 2022 | More
Time to think about equity duration: Epoch

The last two years have seen an “anomaly” in equity markets where stocks with no dividends were king. But those who “kept the faith” might finally be rewarded. The concept of duration, while intrinsic to fixed income, doesn’t get much of an innings in equities. But John Tobin, managing director and portfolio manager at Epoch…

Lachlan Maddock | 18th Feb 2022 | More
‘They stuffed it up’: RBA plays catch up

The RBA is lagging its global peers with light touch monetary policy and lax guidance that will hinder, rather than help, markets and the economy. “The RBA had a good first 18 months of Covid and then it came off the rails a bit towards the end of last year and into this year,” Stephen…

Lachlan Maddock | 28th Jan 2022 | More
  • Vaccine numbers as asset pricing inputs

    Exogenous factors, such as wars, can and do impact markets but rarely do we get to see a medical crisis play out quite like this. It is science versus the unknown. At a briefing featuring three of its managers last week (July 21), distributor and multi-affiliate manager GSFM provided a snapshot of how the managers…

    Greg Bright | 23rd Jul 2021 | More