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Analysis

Justin Bourgette

28 May 2019 • By Justin Bourgette & Jeffrey Mueller • 1 min read

Late cycle, long cycle, mid-cycle, unicycle

More often than not we have been asked about one thing: the credit cycle, how long it has gone on, and when it is going to end. This cycle is certa...

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Justin Bourgette

Cognitive diversity needed for a better investment approach

In the world of financial services, the concept of diversity is not new. For some time, many companies in this industry around the world have creat...

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Justin Bourgette

A-shares: The long march

Headlines about A-Shares have recently become a daily routine for investors interested in Chinese equities.  With the gradual inclusion of these s...

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Justin Bourgette

The argument the Coalition is missing from climate change

The dust has settled on another election with the Liberal-National Coalition clinging onto government for the next three years. They won on a platform...

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Justin Bourgette

‘Sell in May and go away’ a flawed strategy

My earliest learning or memory of the ‘Sell in May and go away’ saying finishes with ‘and don’t come back until St Leger Day.’  This refere...

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Justin Bourgette

LIC discounts should come with a warning

If a listed investment company is on the discount rack, it doesn’t mean it’s a good investment, contrary to the views of many investors.  The ...

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Justin Bourgette

An outside view of the US/China trade war

The US/China trade war has some similarities with the Brexit negotiations. Officials in both situations are under pressure to announce a headline a...

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Justin Bourgette

Diversifying portfolios – What are the alternatives?

With economic uncertainty continuing to affect markets – both locally and internationally – investors are starting to hear a lot more about altern...

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Justin Bourgette

Prepare for the economic impact of a populist future

The resurgence of populism has abruptly reshaped global politics over the past few years. Although markets are quick to respond to individual event...

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Justin Bourgette

Disruption, inflation and what they mean for fixed interest

Disruption means different things to different people. For many, examples such as Uber, AirBnB and driverless cars come to mind. For fixed interest...

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