Inflation peaking, but ‘conflicting forces’ keep rebound at bay: Sage Capital
Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.
Tag: Sean Fenton
Travel, discretionary retailers, energy tipped to lead company earnings
Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.
Are we there yet? Inflation and interest rates likely to keep rising: Sage Capital
Central banks are likely to continue inflating interest rates around the world, with the US federal reserve at the vanguard. Be wary of thinking markets have gone through the fire already, Sage Capital warns.
Market neutral strategies swerve volatility, diffuse market risk
Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking large binary positions.
Market snapback likely to be ‘short-lived’, short positions warranted: Sage
With bad news priced in, long-short manager Sean Fenton is positive on returns.
INSight #179 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.
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INSight #178 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on what systems to use when assessing your long and short positions.
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INSight #177 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on the greatest long and short opportunities,
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INSight #176 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why style-neutral is as important as a long-short manager.
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INSight#175 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on whether inflation is a major concern for Australian equity portfolios.
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Managing rising inflation and volatility: INDepth with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital goes in-depth with Peter White from The Inside Network on managing rising inflation and volatility.
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Volatility, opportunity, or threat?: IN60 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital speaks to Peter White from The Inside Network for our IN60 series.
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