Emerging markets are cheap. The problem is, they’ve been cheap for most of the last decade, and have failed to deliver on their promise. Over the past 10 years, the disparate collection of 24 countries bundled into “EM”, which range across Southeast Asia to South...
Ancient sailors dreaded The Doldrums, a region near the equator whose atmospheric peculiarities would rob them of wind, leaving boats becalmed while the crew watched their supplies dwindle and cabin fever took hold. It took patience and faith that conditions would...
AI is a game changer and has driven the US share market revival, but are we seeing a replay of the dotcom boom?
It seems economists and strategists have been forecasting a recession now for ages, so where is it?
Contrarian investing is always difficult because, by definition, it requires swimming against the tide, which can be uncomfortable and tiring. While it’s certainly not for everyone, it is often where the best value and opportunity is to be found. Small cap...
Where to find higher returns with less risk. Private equity and credit have outperformed their public market equivalents in 20 of the past 21 years, with significantly less volatility.
The presumption that central banks can control inflation using just interest rates rests on some economic theories that don’t stack up in the real world.
The failure of three US regional banks and problems at Credit Suisse have rocked financial markets, leaving Australians asking if their deposits with Australian banks are safe.
At the end of every market regime, it is not unusual for the best performing countries, sectors and stocks of the previous regime to underperform, sometimes quite badly.
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