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Home / Author: Miles Staude

Miles Staude

The bank is still a terrible place to put your money

With the RBA having lifted interest rates by 4.25% over 18 months, many investors now see cash as an attractive investment option. That ignores the silent tax of inflation, which makes other assets better investment alternatives.

Miles Staude
29 November 2023
12

What do you expect from your portfolio today?

Recent history has been spectacularly good for most asset classes but there is a the colossal gap between fundamentally-based forecasts of stockmarket returns over the next 5-10 years and investor expectations.

Miles Staude
29 September 2021
4

The coiled spring: markets are primed for the year ahead

Bull markets tend to follow their own momentum until they hit a clear opposing force. The economy is like a spring about to be uncoiled with the most obvious restraint on the horizon is the return of inflation.

Miles Staude
3 March 2021
5

Investor downside when management controls access to the board

Try having a direct conversation with a board member without going through the company's PR team. Boards can become managed and co-opted by company executives and forget who they work for.

Miles Staude
9 December 2020
7

The uncertainties of using debt in a time of crisis

The ability of countries to support their economies today turns on fiscal practices set well before this crisis. Increasing levels of debt escalate overall risk, and tie our hands in the future.

Miles Staude
20 May 2020
3

Why this age of artificial returns must falter

Share markets are booming not because companies are increasing earnings, but because falling interest rates are driving asset prices ever-higher. It is artificial and it will not end well.

Miles Staude
29 January 2020
7

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