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Latest Insights
Bond markets are not meant to be interesting. Bond markets are where governments and corporates can raise money via borrowing, to finance their operations, projects and objectives. Bond markets are meant to be orderly and stable, a place of mathematics...
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- Macro & Markets
The Building Blocks of our Future: Cryptocurrencies (Part Two)
02 Mar 2021 |
By Mike Young
READ TIME 6 mins
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Investor interest in cryptocurrencies, both from institutions and investors, has exploded over the past six months. Although cryptocurrency has been an existing asset class for over a decade, its renewed public profile makes it important for investors to gain a...
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The human brain is a funny thing. There is a psychological phenomenon called the mere-exposure effect, a type of familiarity bias, where people tend to develop a preference for things merely because they are familiar to them. In investing, this...
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- Wholesale Investments
Weekend Reading | “The Roaring Tens”
26 Feb 2021 |
By Max Pacella
READ TIME 7 mins
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Welcome back to the Weekend Reading It’s been a turbulent week, as I write this our market is redder than an English backpacker after a day in the sun and news of rising 10Y bond yields have created some particularly...
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- Macro & Markets
Banks and the Search for Yield
26 Feb 2021 |
By Max Pacella
READ TIME 6 mins
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Now that the major bank results are sitting comfortably in our hindsight, and following on from our banks outlook earlier this month, today we’ll consider some further views from the street on bank stocks; both as a rotational play and...
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- Macro & Markets
The Building Blocks of our Future: Blockchain (Part One)
25 Feb 2021 |
By Mike Young
READ TIME 7 mins
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Cryptocurrencies are the talk of the town, with their total market capitalisation increasing from $344 billion USD on the first day of October 2020, to $1.46 trillion USD as of the 24 February 2021, representing a 324% increase over just...
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- Macro & Markets
Central Bank Policy and Geopolitical Stress
24 Feb 2021 |
By Jesse Imer
READ TIME 6 mins
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Yesterday I had the opportunity to speak at the Institute of Managed Accounts Professionals (IMAP) conference, held in Sydney. First and foremost, I would like to thank IMAP for the opportunity to attend and speak to the large cohort of...
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- Macro & Markets
A Guide to Performance Metrics
23 Feb 2021 |
By Max Pacella
READ TIME 5 mins
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When reviewing a portfolio or managed product, advisers and investors are inundated with a variety of performance metrics, some of which may be outside their field of expertise and therefore are ignored in favor of the historical performance. This is...
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The world is now into month three of COVID-19 vaccinations, with over 186 million doses administered worldwide, across 82 different countries, at a rate of 6.34 million doses per day at the current run-rate. Unfortunately for Australians, we are not...
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- Wholesale Investments
Weekend Reading | “The Comeback”
19 Feb 2021 |
By Max Pacella
READ TIME 9 mins
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Welcome back to our weekend reading. This week has been a story of ‘coming back’, for better or for worse. As LL Cool J said in 1990, “don’t call it a comeback, I been here for years, rocking my peers...
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- Currency & Cash
The Rise (and Fall?) of the USD
19 Feb 2021 |
By Mike Young
READ TIME 7 mins
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Over time, there are three things which have held true – death, taxes and a change in the global reserve currency. By nature, all predecessors to the USD’s rule as the global reserve currency have fallen – brought down by...
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The equity market is the subject of a lot of polarization at the moment. In the minds of many vocal commentators, everything is either the next “big bull run”, or another sign of a bubble. Valuations are either stretched beyond...
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There was once a period of time where government bonds provided the desired income that investors required to meet their objectives. I’m talking about when “govies” used to yield 4% p.a. or higher, basically any time before the last 10...
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By the time you read this, the Hong Kong stock exchange will have re-opened after Lunar New Year, with Shanghai bourse remaining closed until 17 February. Global stock markets are subject to seasonal influences throughout the year, as the usual...
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It has become an ever-increasing topic of discussion in how to avoid potential market drawdowns this year or next, yet still be invested. In fact, for many balanced and growth mandates, they are required to maintain allocations to equities in...
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- Wholesale Investments
Weekend Reading | “Here We Go Again”
12 Feb 2021 |
By Max Pacella
READ TIME 6 mins
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Welcome back to our weekend reading.Happy Lunar New Year to you all, may the Year of the Ox bring fortune, health and a continuing bull market if you’re long equities (an ox is a bit like a bull, right?)We first...
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- Equities
Implications of a rising AUD on ASX shares
12 Feb 2021 |
By Mike Young
READ TIME 4 mins
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The AUD/USD has appreciated by 33% since March 2020 and has brought foreign exchange (FX) risk into the forefront of the minds of investors looking at US equity and fixed income markets. We have discussed the factors which have driven,...
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Yesterday, Commonwealth Bank (CBA:ASX) was the first of our major banks to report 1H21 results, firing the starting gun on what will be several weeks of news coming out of the largest ASX sector. In light of this we thought...
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Prelude In order to provide you daily content in our morning notes, we are usually organised ~2 weeks in advance with lists of topics and thematics that we hope will resonate with you. Originally, I had planned to write this...
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