- Wholesale Investments
Weekend Reading | “The Roaring Tens”
26 Feb 2021 |
By Max Pacella
READ TIME 7 mins
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Welcome back to the Weekend Reading It’s been a turbulent week, as I write this our market is redder than an English backpacker after a day in the sun and news of rising 10Y bond yields have created some particularly...
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- Macro & Markets
Banks and the Search for Yield
26 Feb 2021 |
By Max Pacella
READ TIME 6 mins
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Now that the major bank results are sitting comfortably in our hindsight, and following on from our banks outlook earlier this month, today we’ll consider some further views from the street on bank stocks; both as a rotational play and...
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- Macro & Markets
A Guide to Performance Metrics
23 Feb 2021 |
By Max Pacella
READ TIME 5 mins
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When reviewing a portfolio or managed product, advisers and investors are inundated with a variety of performance metrics, some of which may be outside their field of expertise and therefore are ignored in favor of the historical performance. This is...
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- Wholesale Investments
Weekend Reading | “The Comeback”
19 Feb 2021 |
By Max Pacella
READ TIME 9 mins
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Welcome back to our weekend reading. This week has been a story of ‘coming back’, for better or for worse. As LL Cool J said in 1990, “don’t call it a comeback, I been here for years, rocking my peers...
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The equity market is the subject of a lot of polarization at the moment. In the minds of many vocal commentators, everything is either the next “big bull run”, or another sign of a bubble. Valuations are either stretched beyond...
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By the time you read this, the Hong Kong stock exchange will have re-opened after Lunar New Year, with Shanghai bourse remaining closed until 17 February. Global stock markets are subject to seasonal influences throughout the year, as the usual...
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- Wholesale Investments
Weekend Reading | “Here We Go Again”
12 Feb 2021 |
By Max Pacella
READ TIME 6 mins
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Welcome back to our weekend reading.Happy Lunar New Year to you all, may the Year of the Ox bring fortune, health and a continuing bull market if you’re long equities (an ox is a bit like a bull, right?)We first...
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Yesterday, Commonwealth Bank (CBA:ASX) was the first of our major banks to report 1H21 results, firing the starting gun on what will be several weeks of news coming out of the largest ASX sector. In light of this we thought...
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Investors do not always need to be economists. In fact, one of my favourite investors – Peter Lynch of Fidelity – is fond of saying, “If you spend 13 minutes on economics a year, you’ve wasted 10 minutes”. But despite...
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