Author's Posts

  • The inflation we need to have

    A shrinking global labour pool will demand better wages and conditions, pushing up prices. This month I want to address a common question being asked by investors i.e. ‘how long could high and higher prices last’. The short answer is that a very, very long time. But there may be a silver lining here. Over the

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  • A Fund Manager’s thoughts on the Magellan situation

    Magellan Financial Group (ASX: MFG) has reported a series of disruptive staff changes at the very top of the organisation with Hamish Douglass (CIO of global equities fund) on medical leave with Chris Mackay taking over as CIO and Nikki Thomas coming back to Magellan to further bolster the image of the team and expertise. 

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  • Is the Evergrande fall-out presenting an opportunity?

    The news of China’s largest property developer failing to meet its obligations to its creditors has sent shock waves in the Asian fixed interest markets, causing the US dollar denominated high yield debt indices to fall half as much as they did in the sell off caused by Covid-19 pandemic in March 2020 (please seeRead More
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