Investor Insights

March 30, 2020

Three small cap retailers to watch

By Dominic Rose

Small cap discretionary retailers have been among the biggest losers in this market rout.   But, sifting through the wreckage, we’ve found some great businesses that could bounce strongly if the worst-case scenario being priced in by the market turns out better than expected.
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March 26, 2020

US Economy Risen by Easter?

Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening.
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March 23, 2020

How should you think about cash?

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.
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March 23, 2020

The market doesn’t care what price you paid

Recency bias – that is, the tendency to overweight recent events – is a pernicious cognitive bias when investing. Being mindful of the effects of recency bias is the first step to enabling better decision making in the stock market, particularly during periods of heightened volatility.
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March 17, 2020

Rain Man and the Australian All Ordinaries Index

By David Buckland

On the night of the 19 October 1987, the Dow Jones Industrial Average declined 22. 6 per cent from 2,246. 7 to 1,738. 4 points.  During the ’87 Crash, the Australian All Ordinaries Index fell from 2,312 points to 1,149 points, a decline from peak to trough of 50 per cent.
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March 12, 2020

Checking in with our global portfolios amid COVID-19

We have naturally received a number of questions about how we are framing the risks around the coronavirus and how we are positioning our global portfolios. What follows is a brief summary of our thoughts on these topics, as they currently stand.
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