Investment Strategy
Pain leaves HFA, takes his words with him
Jonathan Pain, the former chief investment strategist with HFA Asset Management, has left the hedge fund to run his own publishing venture.
Staff WriterSeptember 28, 2009
bubble
Opinion
Underlying themes mesh with global recovery
The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again in January/February […]
Staff WriterAugust 3, 2009
Opinion
Underlying themes mesh with global recovery
The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again in January/February […]
Staff WriterAugust 3, 2009
Opinion
Underlying themes mesh with global recovery
Greg Bright The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again […]
Staff WriterAugust 3, 2009
Opinion
Underlying themes mesh with global recovery
Greg Bright The turnaround in both the market and consumer sentiment over the past three months has been nothing short of remarkable. Talk has gone from the new Great Depression to the Great Recession to the Great Recovery. Most institutional investors were slow to rebalance after last year’s falls and when the markets dived again […]
Staff WriterAugust 3, 2009
Opinion
When the cure may be worse than the illness
As the financial services sector of the share market heads back towards its 1980s share of about 10 per cent of total market capitalisation, compared with the peak of 40 per cent in 2006, one could be forgiven for wondering about the fundamental value proposition presented by banks, funds managers and insurers. It is well […]
Staff WriterSeptember 30, 2008