Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
525 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
Northern Minerals (NTU AU): More Board Games
FIRB scrutiny regarding Chinese-linked investments and board control have overshadowed Northern Minerals. I'd be surprised if further similarly...
258 Views
Australia Single Stock Options (Feb 23–27): Relative Rebound Takes Hold in a Low Correlation Market
As AS51 breaks higher, underlying breadth and correlation trends suggest a market driven more by dispersion than broad-based momentum.
387 Views