Kate Howitt

"Please join the back of the queue"

Just as shoppers will need to get used to waiting their turn, investors should also recognise that from here on they will be standing in a line - and they won’t be at the front of the queue.

29 May 2020 | Kate Howitt
The eye of the storm

The eye of the storm

Quarters like the one we’ve just had, show you that you can't be agnostic about what's going on in the wider world. So, when I think about macro conditions and I want to think ahead about where markets might go, I always use a really simple way of breaking it down into three factors: Fundamentals, valuations and liquidity.

13 May 2020 | Kate Howitt
Gold surge draws wider interest

Gold surge draws wider interest

Demand for safe havens in volatile markets has recently helped push the price of gold above US$1,600 per ounce and the volatility is also creating some good buying opportunities for the savvy investor.

17 March 2020 | Kate Howitt
Two consumer stocks making it big overseas

Two consumer stocks making it big overseas

In this podcast Kate Howitt shares her thesis on two great Australia consumer brands, her quest to understand what makes a company great and highlights a strange anomaly being created by the combination of low rates, easy money, and passive investing.

09 December 2019 | Kate Howitt
Equity market vigilantes

Equity market vigilantes

From the “bond market vigilantes” of the early 1990s, we're now seeing the rise of equity market vigilantism, particularly in the Initial Public Offering (IPO) market. This will challenge a range of assumptions that market participants are currently making about how markets play out through time.

07 November 2019 | Kate Howitt
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