Blog Archives
The need to consider the balance sheet effects of credit-induced growth
David Buckland
March 5, 2019
In this week’s video insight David takes a look at debt-inducted growth, focusing on China, and the balance sheet effects impacting the world’s credit. In 2018 the Shanghai Composite Index was one of the worst performing stock markets in the world, down 25 per cent and this decline coincided with the level of Chinese bond defaults exploding to over US$23 billion.
by David Buckland Posted in Video Insights.
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A look into Telstra’s half-year results
Tim Kelley
February 20, 2019
In this week’s video insight Tim takes a look at Telstra’s half-year results. Revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. Continue…
by Tim Kelley Posted in Video Insights.
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An investment thesis on Sydney Airport
Joseph Kim
February 6, 2019
In this week’s video insight Joseph introduces Sydney Airport and outlines the investment thesis as well as the key drivers for the earnings outlook. The company has an impressive track record with an enviable monopoly status leveraged to a positive structural thematic. Continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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A take on the year ahead, where will opportunities arise from?
Roger Montgomery
January 15, 2019
In this week’s video insight Roger discusses how investing can be very successful without the ability to predict the future. What might be the catalyst to provide investors with an opportunity in 2019?
by Roger Montgomery Posted in Video Insights.
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