When Will the Music Stop?
Investors’ ongoing love affair with capital-light businesses continues unabated in a giant game of pass the parcel with highly inflated assets – but it’s hard to see when the music will stop.
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Don’t Bet on Mean Reversion
While assuming markets will revert to the mean is not always a sensible strategy, investing on the assumption that supply/demand imbalances will continue indefinitely makes no sense either.
Read MorePouring Fuel on the Fire
Australian companies have reported generally solid results as JobKeeper flows through to revenues, while central banks continue to pour fuel on the fire underneath asset prices.
Read MoreOptimistic Investing Belies an Uncertain Outlook
Reasonable financial market returns masked a tumultuous year as investors continue to search for patterns in the market’s erratic behaviour. More surprises rolled in over December, with share prices oscillating wildly, commodity prices remaining depressed and cheap valuations overtaking business fundamentals.
Read MoreOpportunities And Risks In The Market
Following up on his wrap on Q2 Reporting Season, Martin Conlon from Schroders gives his thoughts on where some opportunities lie in the current market.
Read MoreSchroders Australia: Q2 2020 Reporting Season Wrap
Q2 2020 reporting season for Australian equities has come and gone. What does that mean for investors? Who were the winners and losers? Martin Conlon, Head of Australian Equities at Schroders, gives some insights.
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