by James Weir | Apr 23, 2024 | Opinion Pieces
And Australia has some great world class companies, like the mining giants BHP and RIO, CSL, Cochlear, Goodman Group and James Hardie, to name a few. Plus, there’s a host of terrific domestically focussed companies that are household names too, like JB Hi-Fi,...
by James Weir | Mar 27, 2024 | Opinion Pieces
From its peak in early February 2021, China’s share market went through a grinding three-year decline of 40 per cent, while over the same period the MSCI World index was up 20 per cent. When one of the world’s largest stock markets underperforms by 60 per cent it...
by James Weir | Mar 1, 2024 | Opinion Pieces
Last week I was at a conference about alternative investments, and I cannot tell you how many people I spoke to who had decided the US share market is nuts. They were piling all kinds of arguments behind that view: The S&P 500 has jumped 24% in just four months,...
by James Weir | Feb 28, 2024 | Opinion Pieces
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful. What is private credit?...
by James Weir | Jan 31, 2024 | Opinion Pieces
The US share market has just hit a new all-time high and its returns have smashed the rest of the world for the past 15 years. But US shares also trade on valuation multiples that are much higher than the rest of the world, leaving investors who already own US...
