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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
Market storm won’t change winners and losers

A storm has hit global equity markets. But investors should ignore the blood on the floor and focus instead on the big structural changes that will underpin earnings for decades to come. “The storm that’s hit Australian equity markets in the last couple of days is a storm we’ve been sitting in for the best…

Lachlan Maddock | 25th 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
  • Rosy outlook from GSFM long/short managers

    Notwithstanding some macro concerns, particularly around inflation, two of GSFM’s Australian managers – both with long/short strategies – have painted a bright picture for 2021 and beyond for investors. Munro Partners and Tribeca Investment Partners, growth managers which delivered returns of about 18 per cent for their equities long/short funds in 2020, appeared unfazed in…

    Greg Bright | 20th Jan 2021 | More