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The future of value

The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising companies is crucial.

Rob Perrone, Eric Marais & Shane Woldendorp | 23rd Nov 2023 | More
To find their way through markets, investors need ‘optionality’

For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be more nimble.

Lachlan Maddock | 20th Nov 2023 | More
  • 2006 was an awful time to retire for investors, and here’s why

    The Australian stock market has seen a stagnation in returns since 2006, leaving many questioning the wisdom of long-term equity positions. For retirees, it’s a particularly fraught issue, as their financial security depends on how these investments perform.

    Jamie Nemtsas | 16th Nov 2023 | More
    It’s a mad, mad world, where discount rates no longer apply to tech stocks: Ruffer

    Technology stock valuations are rising, bucking the prevailing market conditions and further inverting the traditional bond/equities relationship. “This shouldn’t be happening”, says Ruffer’s Steve Russell.

    Steve Russell | 6th Nov 2023 | More
  • Don’t panic! Markets (mostly) shrug when geopolitics shock the world

    Events like the Israel-Palestine and Russia-Ukraine conflicts may shock the world, and they may even influence markets. But history tells us geopolitical risks are always present, mostly factored in, and should never predicate panic selling.

    Nicholas Way | 27th Oct 2023 | More
    Prepare for ‘sweeping alteration’ of markets: Howard Marks

    Repeating his warning that markets are undergoing a “sea change” that will see a new set of winners and losers emerge in short order, the famed distressed-debt investor said it’s time to consider a profound shift from asset ownership to lending and credit.

    Lisa Uhlman | 23rd Oct 2023 | More
    Happy, clever people: Humans, not machines, still drive innovation

    Investors have a lot to gain from identifying the risks and opportunities present in the management of human capital. Productivity demands innovation, says Ruffer, and the companies that understand this will thrive.

    Eleanor Moriarty | 9th Oct 2023 | More
    Critical mass: Four potential winners in the booming critical minerals space

    The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.

    James Dunn | 25th Sep 2023 | More
    A starter for yen: Ruffer

    The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates in a battle against inflation, a deflationary mist lingered over Japan. Until now…

    Jasmine Yeo | 14th Sep 2023 | More
  • Navigating the economic outlook by flashes of lightning

    A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the central bank will continue to keep market watchers on tenterhooks.

    Brad Tank | 11th Sep 2023 | More
    In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages

    Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.

    James Dunn | 4th Sep 2023 | More
    Succession and the rise of ‘skin in the game’ managed funds

    The Inside Network’s Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies that are exclusively founder-led.

    James Dunn | 22nd Aug 2023 | More