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James Dunn
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James Dunn has been a finance and business journalist since 1988, operating across the entire spectrum of these areas, from personal investment to high-end institutional finance. Within that spectrum James has developed a wide range of knowledge of the financial markets, investment asset classes, the global economic environment and most importantly, how these all coalesce.

Looking past Qantas, to Aviation Green Shoot

If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its commentary around its recovery plan and $1.9 billion capital raising. “It will take years before…

Split personality the dual attraction for the quoted fund

The listing on the ASX this month of the Magellan Group’s Airlie Australian Share Fund as the first “Quoted Fund” – the first dual unlisted unit trust and active exchange-traded fund (ETF) structure in one listed unit – has been…

Investors want more Kangaroos in the top paddock

One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really only had one for five years, and the non-financial side of it is still pretty…

Covid-19, market turmoil, prompt move to SMSFs

Preliminary unofficial data on registrations of self-managed super funds (SMSFs) points to resurgent popularity of the vehicle. While Australian Taxation Office (ATO) data has not been officially updated, unofficial numbers have been shared at conferences showing a spike in registrations,…

Credit LITs surge back from discounts, but door is closing quickly

Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group…

Wild swings, but bitcoin proves its digital mettle

Like most assets, bitcoin cruised into the new year in 2020, racking up a 44% rise until mid-February. Then, like the stock market, BTC took fright at the extent of the global disaster that Covid-19 rapidly proved to become. But…

GFC track record inspires Tribeca’s recap reboot

Equity recapitalisations are coming thick and fast – and while the done-and-dusted raisings that are the order of the day have dismayed retail investors, it is a different story for institutions with capital. They are in the box seat, given…

Sophistication, not wealth, now needed for ‘sophisticated’ status

The merits of Australia’s regulatory regime for how “sophisticated” and “wholesale” investors are considered to be distinct from the undefined “retail” investors are being addressed – and not before time.  The Corporations Act 2001 permits offers of securities to be…

Crisis shows true versatility of Cor Capital Fund

With investors desperately searching for strategies that have held up in the COVID-19 crash, the Cor Capital Fund is one that stands out, with a return for the March quarter of 0.47 per cent, net of fees – and a rise in…

Australian gold ETFs surge on double-whammy attraction

Any investment holding its own on the Australian Stock Exchange in the COVID-19 crash is doing well; any stock that is in the black is doing very well indeed. But the two Australian dollar-denominated gold exchange-traded funds (ETFs) are certainly…