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The real danger lurking in the shadows

The real danger lurking in the shadows

JASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows is the prospect of rising risk premiums. Interest rates globally have already normalised and maybe there is a little more to go. And today bond-like stocks already have wide risk premiums. But […]

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16, April 2018
Australian equities | Australian shares
Run for the hills... interest rates are exploding

Run for the hills... interest rates are exploding

JASON TEH | …Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to collapsing prices for bonds and bond-like proxies. Over the last few months, this hype about rising global interest rates reached fever pitch due to: US […]

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06, April 2018
Australian equities | Australian shares
Equity ‘bubble’ fears overstated: Vertium AM

Equity ‘bubble’ fears overstated: Vertium AM

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

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25, October 2017
ASX | Australian equities