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In the space of few weeks we have gone from a handful of Coronavirus cases in Australia to over 4,000. We have seen a run on toilet paper and longer life food, the shutdown of restaurants and cafes, mass switching to work-from-home and thousands of...

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...

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably simplistic. ESG focused stocks are typically growing more strongly than the often structurally challenged ESG laggards and, as a result, have higher...

As we enter a new year, financial markets are displaying tangible signs of optimism. Equity markets are setting new record highs, credit spreads are at their lowest levels in two years, and according to JP Morgan even volatility in the foreign exchange markets has dropped...

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...

At eInvest, we often use the ESG (Environmental, Social and Governance) acronym in a way that assumes that everybody knows what it means and all that goes with it.  It soon becomes clear that it is just another confusing investing acronym – so we thought...

The US Strategy and Quant team at Wall Street investment bank Bank of America Merrill Lynch recently published a research note to clients “Top 10 Reasons you should care about ESG”.  The note contained some interesting findings and here are our 7 favourites: You can do good and...

According to a recent Fortune article,  San Francisco was rated as the best city for trick-or-treating and the northern neighborhoods of Presidio Heights and Seacliff as the top ranked to visit on Halloween. Apparently kids from all over town visit these neighbourhoods in hope of...