Unintended Consequences of Free Money

Unintended Consequences of Free Money

  Jason Teh, Chief Investment Officer | 30 June 2020   How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when unemployment rises, which intuitively makes sense. However, using the United States as an example, the current recession has seen an anomaly where personal […]

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30, June 2020
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Dividend cuts: Options to sustain your income

Dividend cuts: Options to sustain your income

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream of income is essential. Unfortunately, relying on income from cash or fixed interest is getting harder as interest rates have experienced a seismic shift over the last decade. Naturally, the […]

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02, June 2020
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Bathwater Babies and Value Opportunities?

Bathwater Babies and Value Opportunities?

  “Buying cheap stocks is great, but buying good companies cheaply is even better” Joel Greenblatt Value investing has so much intuitive appeal. Who doesn’t like a bargain? However, in recent years much has been written about the death of value investing. Value investing is sometimes mistaken for a style that just buys cheap stocks. […]

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02, June 2020
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