What caught my eye – May 2015

What caught my eye – May 2015

Here’s what we’re seeing… 1. Defensive yield names have underperformed the market despite cash rates being cut to record lows; 2. Equity market has established a new trading range with 6000 being the ceiling; 3. Equity raisings – primary and secondary, are increasing as the market fails to break recent […]

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What caught my eye – Jan 15

Here’s what we’re seeing… Consensus trade is becoming more consensus Local market remains range bound despite the increased levels of volatility Investors continue to pay a premium for a perceived certainty of earnings Gold is taking its cue from the bond market Yield search has intensified as the prospect of […]

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What caught my eye – Oct 14

Here’s what we’re seeing …  Trading Observations Equity markets appear to be taking their direction from the bond market; Unwind of the carry trade intensified as volatility in bond and currency markets increased; Gold price has taken its cue from the bond and currency markets and not the increased geo-political […]

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