It should be clear that speculative booms can last a … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part II)
3 Things we learnt from our catchup with Santos (STO)
STO is polarising analysts, fund managers and retail investors alike. … Continue reading 3 Things we learnt from our catchup with Santos (STO)
Index investors stung by dropping banks
Investors in Australian broad index funds find themselves in an … Continue reading Index investors stung by dropping banks
Australian banks’ golden run over as growth plateaus
May 6 A golden era of record profits and lush … Continue reading Australian banks’ golden run over as growth plateaus
Romano Sala Tenna
QBE Insurance It is either brave or foolish to recommend … Continue reading Romano Sala Tenna
Not playing by the rules
Investment markets are filled with funds trying to prove themselves … Continue reading Not playing by the rules
Year of two halves for investment players
Western Australia’s listed money managers had a strong 12 months … Continue reading Year of two halves for investment players
Eureka Report LIC spotlight: Katana Capital
Katana’s portfolio managers aim to combine the best parts of … Continue reading Eureka Report LIC spotlight: Katana Capital