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Analysis

John Chisholm

07 July 2020 • By John Chisholm • 1 min read

Three lessons

I’ve been investing professionally since the 1980s, and the current environment is certainly distinctive in a number of ways. A pandemic like we ...

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John Chisholm

Why do we need shareholder class actions?

The Treasurer, Josh Frydenberg, is contemplating permanently extending the “temporary regulatory shields” provided to businesses in a bid to cut r...

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John Chisholm

‘This time it’s different’: How the coronavirus crisis differs from other global slowdowns

Mark Twain supposedly said: “History doesn’t repeat, but rather it rhymes.” But while there’s no evidence whether the respected writer did or...

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John Chisholm

Value forecast to outperform in Australia and the US

Value investing has underperformed compared to growth investing in the US since 2007. In the next five years, however, value investing is set to outp...

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John Chisholm

The growth of Aussie tech stocks

Technology has not historically been a significant component of the Australian share market, but we are finally beginning to see expansion in the sect...

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John Chisholm

Growth, not value

When economic conditions are favourable, most businesses including the average ones are able to do well. However, in less robust conditions where over...

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John Chisholm

The Fed’s final frontier – Negative rates or yield curve control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of ...

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John Chisholm

Improving retirement outcomes by not following the herd

In a recent discussion with my eight-year-old daughter, my wife and I were attempting to instil some individualism by discussing the old adage “if e...

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John Chisholm

A shock to growth

While the interconnectedness of Asia’s economies was once a key competitive advantage for the region, the fallout from the coronavirus pandemic has ...

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John Chisholm

Flexibility needed to counter COVID-19 impact

Three courses of action for investors to navigate portfolios through the second half of 2020. As the coronavirus pandemic drives the global economy...

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