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Cory Martin from Barrow Hanley goes in-depth with Peter White from The Inside Network on ‘Value investing in a changing market’.
Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company. The latest is the $20 billion deal for Ramsay Health Care (ASX: RHC). Uniti Group, Vocus and Sydney Airport are recent other examples that the tyre kickers have poached from the ASX…
There is growing pressure on the long-awaited Quality of Advice review to deliver real change to an industry that has been saddled with layer after layer of regulation, compliance and paperwork. Commentary around the cost of advice highlights an important issue, yet given the level of importance and value that can come from a document…
The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher interest rates on the popular venture capital and private equity sectors. In a paper titled ‘How inflation, monetary tightening and volatility are impacting PE and VC” the group suggests the threat of market…
The local market couldn’t overcome growing concerns about stagflation, an instance when the economy slows as inflation increases, with the S&P/ASX200 falling 1.7 per cent on Thursday. The losses were broad-based, with every sector but healthcare falling, led by the consumer sectors. Healthcare gained 0.1 per cent with the discretionary and staples companies down 3.1…
From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic. The crisis disrupted supply chains and triggered record-high inflation which forced central bankers to raise rates to contain the rise. What came next, was a…
Once a stalking horse for a small cabal of noisy backbenchers, “Home First, Super Second” has found its way into the Coalition’s policy arsenal ahead of an unpredictable election. It was perhaps premature to write, in late March, that the super wars were over. Scott Morrison’s announcement on Sunday that first home buyers would be able…
For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now rating them as a buy, according to data from the Wall Street Journal. The prices of semiconductor companies have dropped sharply this year amidst a broader sell-off in technology stocks…
“We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed” were the latest comments from the Blackrock Investment Institute in their weekly research note. With the recent pullback in equity markets due to rising inflation and interest rates, Blackrock have reduced…
The Liberal Party joined the ALP in focusing on housing affordability during their formal campaign launch this week. The announcement was headlined by two fairly major policy changes, one of which wasn’t automatically accepted by the ALP, as has been the case for both parties for some time. The first change, which has been flagged…
Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending and the opportunity that changing conditions in the banking sector provides. Speaking with The Inside Adviser, Managing Director and Head of Private Credit at Northleaf Capital Partners, David Ross, said Australia’s…
Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets. Traditional ‘value’ sectors like energy, materials and financials have outperformed in the short-term, but there remains considerable uncertainty around what comes next. Global asset manager Bailie Gifford, which manages the Vanguard Global Active…
It has been an incredible few months in markets, with the tech stock selloff, compounding into a crypto rout, all with the backdrop of the worst performance from bond markets in decades. Another reporting season has passed, and corporate Australia is looking much like the US, with the labour market busier than ever. In this…
Ruffer LLP’s single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market cycle is increasingly rare in an environment dominated by thematics. The group has long been advocating for portfolios to be more prepared for inflation and an unwinding of the stimulus that has…
Cory Martin from Barrow Hanley goes in-depth with Peter White from The Inside Network on ‘Value investing in a changing market’.
Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘What are Barrow Hanley’s three key differentiating points?’.
Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘What is the most common misconception of value investing?’.
Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘Where are you seeing the greatest opportunities in the market today?’.
The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market. To put that in context, the VIX index rose to 65pts when Covid-19 first hit and peaked at 80 at the start of the GFC. While the VIX index has broken…
“We are at a critical crossroad, with an aging population, and the “Great Australian Wealth Transfer” at our doorstep” explained Lifespan Financial Planning CEO Eugene Ardino in an open letter to Scott Morrison and Anthony Albanese on the eve of the Federal Election. Ardino was compelled to speak out on behalf of the financial advice…
After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some respite this week. The advice regulator announced that Australian Financial Services Licensees, or AFSLs, which are predominantly small businesses, would no longer be required to notify the regulator every time an employee commenced…
The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors. With an influx of capital from younger cohorts and the pandemic bringing into focus the need for all professional investors to have a view on ESG issues, you could be forgiven for thinking it was a good thing. Yet…
