In the first of Investment Matters for 2023 we will concentrate on the large volume of news and information regarding portfolio positions.
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.
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”.
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.
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.
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.