What’s the most important tool for valuing a company?

May 23rd, 2017 FUNDamentals

Seven fund managers with diverse opinions take us through the tools they employ to evaluate a company, plus commentary on bond ETFs, China’s monetary policy, green bonds, and Silicon Valley’s negative impact on productivity.

What is Australia’s investment outlook?

May 2nd, 2017 FUNDamentals

Selected fund managers write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Enjoy reflation while it lasts (‘cos it won’t last long)

April 20th, 2017 Full Interviews

Card carrying secular stagnationist Gerard Minack expects reflation to run out of steam in the second half of the year.

Don’t rent all your life, just buy a house and live in it

April 14th, 2017 The Money Cafe

There’s been a lot of suggestions to ease housing pressures and Alan Kohler and James Kirby have a few more suggestions in The Money Cafe. The bottom line is – buy a house and live in it! Plus…

– Bonds are rallying, but economies are growing – why?
– Trump’s passed 100 days in power and appears to be reverting to the mean.
– Telstra’s dropped in price, but will there be a dividend next year?

And the boys have just discovered that watching other people play video games is a thing, so that’s probably what they’ll be doing over the long weekend.

The real reason for the bull market, Australian economy, Reporting season, Managed funds

March 4th, 2017 Weekly Overview

It should come as no surprise, but President Trump is taking credit for the market rally. But are his orange fingerprints deservedly on this market success.
 
Reporting season is over, but which CEO’s are relaxing and which are on the hunt for improved performance. Rachel Alembakis provides a succinct recap of the results.
 
A seagull walks onto a stage, this could be the beginning of a hilarious joke. But to find out the punchline, you will have to read my overview.

Giselle Roux

February 10th, 2017 Uncategorized

Alan Kohler: Giselle, I heard you talk recently, or say recently, that all meltdowns are credit events. Could you explain what you mean by that? Giselle Roux: You know, I don’t want to make it, and say it’s purely the reason why we have the very substantial downturns, but if we look back at, let’s … Continue reading “Giselle Roux”

David Cassidy

February 9th, 2017 Uncategorized

Alan Kohler: David, you’ve been around the markets a long time. Are there any historical precedents that can help us to understand what’s going on now? David Cassidy: I think times are certainly very different to what someone like myself over the last twenty-five or thirty years has experienced. I think, in particular, the level … Continue reading “David Cassidy”

Martina Hund-Mejean

February 9th, 2017 Uncategorized

Martina Hund-Mejean: Well, you have to really think about, first of all PayPass, we call it PayPass: that is near field communication contactless payments that you can do in many, many stores in Australia in particular. And, what we found is that, of course, you know, a lot of people don’t even want to carry … Continue reading “Martina Hund-Mejean”




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May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)


Category: Weekly Overview

May 26th, 2017 : Data: the new oil. Here are the companies with the biggest wells


Category: Disruption - With Alex Pollak

May 26th, 2017 : I want my tax to be tax deductible!


Category: The Money Cafe