Subscribe to our newsletter
×
Sign up to receive our regular updates and stay informed
Australia’s biggest bank names Matt Comyn as CEO

Australia’s biggest bank names Matt Comyn as CEO

BLOOMBERG | “A surprising appointment given the internal issues Commonwealth Bank has had in recent years, of which senior executives must hold some accountability,” said Daniel Mueller, a Sydney-based portfolio manager at Vertium Asset Management Pty, which owns shares in the lender. “He has to restore the external perception of the bank. That’s easier said […]

Read More
30, January 2018
Australian equities | Australian shares
The sky is not falling, but storm clouds are brewing

The sky is not falling, but storm clouds are brewing

JASON TEH | The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered in the […]

Read More
29, January 2018
Australian equities | Australian shares
Amazon offers up its best deals after record-breaking launch

Amazon offers up its best deals after record-breaking launch

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

Read More
06, December 2017
Australian equities | Australian shares
Weed out the false narrative

Weed out the false narrative

JASON TEH | Humans love stories and we ascribe them to everything to make sense of the world. The stock market is the perfect environment for narratives because we innately try to make sense of why stock prices change. The trouble with stories is that it can get out of hand and stock prices may […]

Read More
06, December 2017
ASX | Australian equities | Australian shares
Santos projects in the spotlight for investors

Santos projects in the spotlight for investors

AUSTRALIAN FINANCIAL REVIEW | “These projects can be huge cash flow providers at the right oil price, but they also can create a huge contingent liability as well,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian Financial Review

Read More
09, November 2017
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

Read More
25, October 2017
ASX | Australian equities
Fund star Teh casts light on low-risk winners

Fund star Teh casts light on low-risk winners

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.” […]

Read More
25, October 2017
ASX | Australian equities
Watchdog slams AGL on Liddell

Watchdog slams AGL on Liddell

AUSTRALIAN FINANCIAL REVIEW | “I’m just assuming the board will be rational about it. They had a rough plan sorted out for the post-Liddell world anyway for replacing that capacity. I suspect it will be further tweaking of that plan,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian […]

Read More
14, September 2017
Australian equities | Australian shares