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Analysis

Jacob Mitchell

15 October 2018 • By Jacob Mitchell • 1 min read

What stocks outside of Australia should local investors consider?

General Electric is an overseas stock Australian investors should consider, says boutique global equities investment manager Antipodes Partners.  ...

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Jacob Mitchell

Profit is not the enemy in our war with the banks

Redemption will be a long, hard road for the heads of Australia’s major banks, particularly when our thirst for their blood is so strong. Watchin...

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Jacob Mitchell

Graverobbing banks will be haunted by dead Aussies

Australian banks are scrambling to rebuild trust with consumers and do the right thing amid damning revelations that they have profited from the dead....

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Jacob Mitchell

Two key indicators to watch when investing in US markets

As the largest and most liquid market in the world, investing in the US can provide a number of opportunities for investors looking to diversify and g...

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Jacob Mitchell

Finding shareholder yield in digital disruption

The digital age has ushered in a second industrial revolution, with many companies facing obsolescence as rivals compete their businesses away. For...

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Jacob Mitchell

ASIC may just be the best deal maker in town

Are you a major financial institution looking to profit from misconduct? The corporate regulator is open to negotiations. There are very few surpri...

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Jacob Mitchell

Low interest rates – the path to sustained low total returns?

Economic theory expects that in the short term, low interest rates are supposed to be stimulatory and induce inflation. The Japanese economy, howev...

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Jacob Mitchell

2017–18 Financial year market commentary

It is our normal process to record and comment on all M&A activity in the reporting period but given the transformational shock waves we as an ind...

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Jacob Mitchell

Is Australia heading for a credit crunch?

Following the global financial crisis, the US Federal Reserve has effectively been exporting extraordinarily loose monetary policy to markets across t...

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Jacob Mitchell

Australian Equities season wrap-up

Results were broadly encouraging across the universe of stocks that we cover as 18 per cent beat expectations and 16.5 per cent fell short, with the ...

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