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MARCUS BURNS
Funds management
The idea that interest rates would remain low forever was ‘blue pill thinking’ by the market, according to Spheria, and lacked focus on the fundamentals. ...
Funds management
Investors should beware of unprofitable businesses with over-hyped valuations and focus on stocks with sound cashflow, according to Spheria Asset Management. ...
Funds management
A ‘significant value opportunity’ exists for micro-cap investors as the gap widens between them and small-cap stocks. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...