DANIEL MUELLER | What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last December was somewhat underwhelming, one could consider it a ‘soft’ launch. Whether it’s next year or next decade, odds are Amazon will get its offering right. […]
NEWS.COM.AU | Vertium Asset Management analyst Daniel Mueller described the launch as “pretty underwhelming”. “The listed retailers, JB Hi-Fi, Harvey Norman and Super Retail, all had quite a considerable bounce yesterday,” he said. Read full article on news.com.au
CNBC | “Amazon’s not materially cheaper on a wide basket of items than the retailers,” said Vertium Asset Management portfolio manager Daniel Mueller. “The retailers are rallying. It’s a realization that Amazon is not going to kill Australian retail, at least not today.” Read full article on CNBC
INVESTOR DAILY | Most stocks on Australian and US stock exchanges are trading well below their pre-GFC valuations, says Vertium Asset Management chief investment officer Jason Teh, who will be speaking at the InvestorDaily Asset Strategy Forum 2017 next week. Read full article in Investor Daily
THE AUSTRALIAN | It may be the most-hated bull market in history, but there are still some low-risk buying opportunities for income-focused investors, says Vertium Asset Management chief investment officer Jason Teh. “Every second week you hear a bear market prediction, and that’s a healthy sign,” he told The Australian yesterday. “I’m not seeing ridiculous earnings multiples.” […]
