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Not the GFC, but investors are ‘career-ing’ into liquidation

It isn’t 2008 all over again, but dismissing the broader risks of SVB’s demise would be a mistake for investors, writes Ruffer CIO Henry Maxey.

Henry Maxey | 23rd Mar 2023 | More
‘I cannot recall a more dangerous period than today’: Markets get a brand new Minsky Moment

As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.

Lachlan Maddock | 24th Oct 2022 | More
What non-bank lenders must consider before issuing a private loan

Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper loan structuring.

Ishan Dan | 30th Sep 2022 | More
  • Pessimism termites and super-crazies: Grantham warns on “bubbly markets”

    Legendary investor Jeremy Grantham says that while markets are in what he’s called “one of the great bubbles of financial history,” there’s “no traditional pin” to pop it. Speaking to Morningstar CEO Kunal Kapoor, Grantham – who famously dodged the Japanese asset price bubble in the 1980s, as well as the Tech Wreck and the…

    Lachlan Maddock | 3rd Jun 2021 | More
    Allianz Retire+ flags defensive alternatives as solution to cash conundrum

    The cash conundrum facing retirees is well-known and broadly appreciated, yet little is being done to address it. With global governments forced to flood the economy with cheap cash to avoid a depression, the result has been the transfer of wealth from savers, who receive a pittance on their low-risk investors, and borrowers, who are…

    Staff Writer | 24th May 2021 | More
    Crisis, what crisis? Strong earnings for Aussie stocks

    While it may be only short term, the Government’s stimulus measures over the past 12 months have helped Australia’s listed companies to their best half-yearly reporting season in ten years. In its latest report on the state of the companies following their shareholder reports for the six months to December, equities manager Martin Currie Australia…

    Greg Bright | 29th Mar 2021 | More
  • Evergreen launches portfolio stress-testing tool for advisers

    Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers. It is said to be the first of its kind made available in the ‘retail market’ and is available to Evergreen clients via their proprietary GreenVUE reporting platform. The launch comes after the most volatile…

    Staff Writer | 8th Feb 2021 | More
    In conversation with Troy Armstrong, Koda Capital

    Troy joined the Koda Capital team in late 2019 as an Adviser and Partner, but brought with him extensive experience across self-managed superfunds, trusts and companies, which allowed him to quickly cement his position within the independent wealth management firm based in Melbourne. While he does have an impressive history of positions among some of…

    Abbey Minogue | 28th Jan 2021 | More
  • Private lending will be key to an economic recovery

    Middle market companies contribute close to 25 per cent of Australia’s GDP and employ a similar portion of the population according to consulting firm BDO. Simply defined as those companies with a turnover between $25 million and $500 million, most would agree this is the growth engine of the Australian economy. Yet increases in global…

    The Inside Adviser | 26th Jan 2021 | More
    Vaccines to the rescue, says Atchison, but how much optimism is baked-In?

    Asset consultancy Atchison Consultants expects 2021 to be a “recovery year” on global markets, based on the prospects for the COVID-19 vaccines that are being rolled-out, but says these prospects are themselves the major risk, given the amount of investor optimism that has been baked-into valuations on the back of the vaccine announcements. While the…

    James Dunn | 21st Jan 2021 | More