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Analysis

Stuart Fechner

21 May 2019 • By Stuart Fechner • 1 min read

‘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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Stuart Fechner

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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Stuart Fechner

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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Stuart Fechner

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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Stuart Fechner

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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Stuart Fechner

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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Stuart Fechner

APRA, not the RBA, the key to a housing recovery

An upcoming federal election largely helped the Reserve Bank’s decision to hold firm this week. But when the cash rates do arrive, they are unlikely...

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Stuart Fechner

Why achieving smoother returns doesn’t need to be complicated

With the first quarter closed, it’s the perfect time for investors to reassess their 2019 strategy and crystallise their goals for the year ahead. Y...

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Stuart Fechner

Private debt takes centre stage for Asia-Pacific investors

The private debt and loan market is relatively underdeveloped in Asia-Pacific. But this rapidly evolving asset class offers untapped potential. It is ...

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Stuart Fechner

7 questions to help protect your portfolio from disruption risk

Dispersion between growth and value stocks is near levels not seen since the dot.com bubble in 2000, even with the correction in the last quarter of 2...

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