Could Greece be a buying opportunity?

It’s impossible to see how Greece can repay €19 billion to various creditors by year end, without borrowing much more from the very agencies to whom the rep...

Australia’s largest neighbour: short-term volatility; a long-t...

A good time for investing in well-managed businesses to own for the long term. Indonesia, I feel, is heading in a very similar direction as India did from 2012 ...

Tail-risk wagging the dog

I have been doing a lot of client meetings recently and the key thing that comes up in virtually every meeting is the concept of tail risk...

Markets don’t play fair – again

“If you can keep your head when all around you have lost theirs, then you probably haven't understood the seriousness of the situation.” Markets are at it ...

The Reserve Bank a reluctant cutter while markets chop

My view is that the Reserve Bank will be a very reluctant cutter from now on. There are three things it will be watching closely. First the overall pace of econ...

Seven reasons for Fixed Interest now

With bond markets near their highs, it’s a brave investor to take the Fixed Interest sector on...isn’t it? Why Australian bonds need to remain a central par...

What size stocks represent the ‘sweet spot’ for the Australi...

Despite more recent volatility, the ‘Retail 7’ have certainly performed strongly in the past five years. Where should you go if you are looking at a longer ...

Vimal Gor discusses how his investment philosophy protects again...

In this article from the Australian Financial Review, Head of Income and Fixed Interest Vimal Gor talks about why he needs to 'spot potholes in the road' to pro...

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