Latest News

Why are banks beginning to rally?


Wednesday, December 5th, 2018
The market prices banks within a range of price-earnings ratios (PERs); our view is this range should be lower than post-GFC when the four majors emerged with 90% of the mortgage market and a home lending boom ahead. Banks have...Click to view

Perspectives on Elevated Market Volatility – What happened?


Wednesday, December 5th, 2018
The use of hindsight can be a convenient approach when attempting to write knowledgeable explanations of market movements. However, these explanations generally oversimplify what happened and often ascribe reasons for price changes which have no actual causal relationship with the events....Click to view

Market volatility continues


Wednesday, November 28th, 2018
Most global share markets have been weak since end September, with all majors now in negative territory since Jan 2018. The YTD performance of various indexes (at time of writing) has been as follows: Dow Jones          -1.1% Nasdaq                 -1.5% S&P500                ...Click to view

Pieter Fourie interviewed by John Abernethy


Wednesday, November 28th, 2018
1. Ten years after the GFC what is your view of the outlook for European equity markets? Is there any compelling value in the European market after the recent pullback in equity prices? Any sectors of interest? The chart below illustrates...Click to view

Company Update: APN Property Group


Wednesday, November 28th, 2018
With the tide receding on global markets, investment selection based on company-specific fundamentals is increasingly important. Individual secular opportunities can be found in cyclical sectors. Although real estate is now enduring the impact of rising interest rates, there remains much...Click to view

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