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Over the past few years, a common question from investors and advisers has been: How will ETFs perform during a GFC like market event? Well, now we know. The question isn’t about performance, rather liquidity and spreads. The ETF’s performance is a function of the exposure it...
Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets. In it were some interesting views and food for thought. I thought I’d pass on to our clients some tid bits that...
Dividend yields are important at the best of times, although in times of uncertainty they are even more important to investors. The market volatility is hard to weather but can create buying opportunities for astute investors. And when markets get negative, there are ways to...
Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19. The RBA has just put in place another 25bps cut as we speak and further measures to help keep the lending market oiled and running. Particularly hard...
Getting our news straight from the source, we sat down with Mark Mitchell and Justin Tyler, Portfolio Managers of our suite of fixed income funds (ECAS, ECOR and EMAX) to ask them how recent volatility has impacted credit markets. So, what has happened? A decade of...
Only when the tide goes out do you discover who's been swimming naked – Warren Buffet. The high tide the markets were recently experiencing has been sucked out far quicker than a gentle lunar induced low, being more like a rapid tsunami drop just before the...
The Coronavirus has been the key driver of the market over the last two months. Concern about its spread caused a sell-off in global markets in January. In the first half of February, markets rallied back as new infections in China slowed significantly. However, in...
What happened to the financial world during and after SARS and can we expect a similar market response from Coronavirus? Coronavirus is all over the news. Often compared to SARS, this contagious virus is only now having an impact on financial markets, despite it being identified...
Liquidity is the ability to buy or sell something whilst incurring normal transactions costs. Liquidity in fixed income markets are no less important to liquidity in equity markets. How does one measure liquidity? In a managed fund, it is complicated. It depends on many inter-related factors such...
I am a bit of a nerd for books about business strategy and growth, and one that was recommended by a mentor is “Exponential Organizations” by Salim Ismail. The book is a guide for how businesses can re-position themselves for the rise of technology. If...
