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Analysis

Stephen Bruce

04 June 2019 • By Stephen Bruce • 1 min read

Election sorted – time to look at dividends again

With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend frankin...

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Stephen Bruce

Where to now for financial services post-federal election and Hayne?

Now that we have a new Morrison federal government and the implementation of the Hayne royal commission recommendations will be high on the political...

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Stephen Bruce

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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Stephen Bruce

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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Stephen Bruce

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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Stephen Bruce

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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Stephen Bruce

‘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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Stephen Bruce

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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Stephen Bruce

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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Stephen Bruce

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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