Could rising debt spell the end for the fairy tale bull market?

Reporting season? It seems the winners were global leaders leveraged to grow and win market share, healthcare champions and the software kings who despite some earlier valuation concerns have proved that fundamental strength remains and long term winners keep on winning!

06 September 2018 | James Abela
Australian equities panel discussion: Part 6 - Whatever gets you through the night

Australian equities panel discussion: Part 6 - Whatever gets you through the night

Trade wars, debt, liquidity - there’s a lot to keep investors up at night. In the final of the series, Kate and James discuss where they’re being mindful and the importance of additional checks and balances.

29 August 2018 | James Abela, Kate Howitt
Australian equities panel discussion: Part 4 - when to hold them...

Australian equities panel discussion: Part 4 - when to hold them...

Nothing stays the same - so how do you stay confident when things change? Kate and James discuss the importance of really understanding your thesis and the merits of flexible conviction.

14 August 2018 | James Abela, Kate Howitt
Australian equities panel discussion: Part 3 - Commodities to  invest or not to  invest

Australian equities panel discussion: Part 3 - Commodities to invest or not to invest

Kate Howitt and James Abela discuss the importance of knowing where companies sit on the cost curve, all weather holdings and what's driving demand.

08 August 2018 | James Abela, Kate Howitt
Australian equities panel discussion: Part 2 - Screening out the noise

Australian equities panel discussion: Part 2 - Screening out the noise

When hunting for opportunities, investors need to be aware of market trends and themes, macro-economic concerns, even political considerations. So what’s noise and what’s useful?

01 August 2018 | James Abela, Kate Howitt
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