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Opinion

What the incredible monetary actions mean for equity markets

Major central banks around the world have thrown the kitchen sink at markets during coronavirus related selling. Never before have…

5 years ago

The New Criterion: bargains for the brave in the mining services sector

The miners have been robust throughout the crisis and the ‘handmaidens’ to the sector should be as well – in…

5 years ago

Are banks’ hybrid distributions under threat?

A client put a fair question to us this morning - will bank hybrid distribution payments come under threat as…

5 years ago

The New Criterion: is it really time for yellowcake’s day in the sun?

As followers of yellowcake would know, there have been plenty of proclamations about an imminent recovery post Fukushima, but they…

5 years ago

‘Don’t fight the Fed’ – Macro update

“Don’t fight the Fed” as you are being paid to take risks. Your investment thesis on asset classes at this present moment…

5 years ago

The New Criterion: will the listed sanitiser stocks clean up – or clean out – investors?

Who said capitalism was dead in the new world order of prolific government handouts? The profit motive is at least…

5 years ago