Strong start to 2023 – The January Effect
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In the first of Investment Matters for 2023 we will concentrate on the large volume of news and information regarding portfolio positions.
RBA meeting and the inflation, employment and debt dilemma.
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The final Investment Matters of 2022 is a weighty one. First Samuel’s CIO, Craig Shepherd, puts together the critical pieces in the mosaic of interest rates. It is worth the patience needed.
2022: What Mattered?
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A cursory glance at the scorecard would lead you to believe this year in markets could be met with a yawn. Yet those that lived through it know that 2022 was anything but a “yawn”.
Synthesis from the state of Black Swans and Kangaroo Paws
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Following a commitment made last week, I have returned to pen the second in a series on my recent visit to Perth. Most importantly, after almost a decade of stagnation, Australia is once again seeing explosive growth in mining investment.
How the sausage is made
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In this week’s Investment Matters, CIO Craig Shepherd provides some insight into the way in which the investment community organises in-person meetings and company access, and how First Samuel makes use of its scale to access the best of such opportunities.
Beating expectations
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We are almost half-way into Profit Reporting Season and so far, results across the market have been above analysts’ expectations. And this despite the notorious optimism of most analysts.