market cycles

Geopolitical distractions are plenty while domestic policy failures are piling up

We look at data, the economic cycle, and outlooks from fund managers and research houses in an attempt to answer that question.

With valuations reaching highs, Lazard Asset Management is taking the opportunity to capitalise on some positions and buy into others.

Throughout the recent monetary tightening, the Australian economy has remained remarkably resilient. However, wages and retail sales numbers are still front of mind...

Cycles are part of life. Whether it be the cycle of day and night, seasons, tides, weather cycles from the almost weekly cycles of cold fronts that regularly blow...

Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice, perhaps some envy. These are ever-present in our makeup, so they alone...

The juxtaposition between asset prices scaling new highs while much of the world remains closed for business has investors and advisers wondering where we are in the...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...

In the last edition of our Hype Cycle publication on 9 January 2019 we had to put ashes on our head for not having warned of the correction in the fourth quarter 2018....

Fund managers need a distinct and reliable process to maintain their edge and keep them ahead of the index. When we sat down with Peter Rutter, Head of Global Equities...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has...

Local market ran out of puff and closed at the lows of a negative last day of the quarter. We are heading into the last week of trading before school holidays and...