The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
Honey, I shrunk the listings
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
History doesn’t repeat but it often rhymes
“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”
Defining value
“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”
To exclude or not to exclude? That is the question.
“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”
Is there still value in Value?
“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”
More bang for your buck
“The dilemma for the Fed and investors
is that the next Federal Open Markets Committee meeting is five weeks away, a lifetime for an impatient and at times volatile market.”
Interest rate cycles and their impact on asset returns
“It must be remembered that all interest rate cycles are different, and history is notoriously unreliable in financial forecasting!”
The art and science of investment: Why process matters
“A well defined investment process is crucial for managing the behavioural aspects of investing”
What do replacement costs tell us about the outlook for global listed property?
“Higher rental growth is a necessary condition for one to start constructing a bullish case for property, rather than a nice to have”