James Abela
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!
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.
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.
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.
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?
2018 outlook: Australian small to mid-caps
From the desk of James Abela
Small caps: A time to buy
