JASON TEH | 2018 was the year of living dangerously as far as the stock market was concerned. The year began with a bang, cheered on by the global growth squad. However, unbridled risk taking eventually led to negative returns later in the year. Most equity indices around the globe delivered negative returns for 2018 […]
JASON TEH | What a difference a year makes. This time last year, the stock market was cheering the global synchronised growth story. Now, it is downbeat, fixated on tariff wars that could derail global growth, especially China. In our view, the tariff war is a side show to what is happening in China. The […]
LIVEWIRE | DANIEL MUELLER In each of the previous 5 years, there have been several obvious candidates from which to ‘award’ the yield trap of the year. 2018 was harder. One could easily pick on AMP. But a combination of a lofty starting share price and lack of asset sales, due to management overhaul and […]
