Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
208 Views
Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
2.9k Views
The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
166 Views
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
335 Views