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29 October 2025

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Edition: 161

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Edition 161

  • 24 June 2016

This week, three of Australia's leading fund managers focus on current conditions in equity markets: Roger Montgomery on why he's weighting more to cash, Mark East on how to judge new company floats, and Anton Tagliaferro on finding companies with growth prospects regardless of what is happening in the macro economy.

Cash is king when the market holds the aces

Cash gives options over future lower prices, and it avoids the risk of permanent capital loss. But it comes with another risk, the loss of purchasing power, and is not a good long-term investment.

Opportunities in new company floats

Successes and failures have been spread evenly across the current IPO cycle, so what should investors look for? There are special situations in new floats which improve the chances of finding a winner.

Focus on quality industrial stocks regardless of the economy

There is always market uncertainty, but the economic outlook is broadly set and investors should focus more on companies delivering solid returns over the next few years almost regardless of market conditions.

Hybrids: the good, the bad and the ugly

Almost every hybrid has a unique structure, and some of the conversion terms, especially following a ‘loss absorption’ event, are as ugly as a cane toad. Billions have been issued recently as investors search for income.

Where is Australia’s future growth?

The Australian economy is changing, with new jobs in services, retail and health replacing the lost jobs in manufacturing. These trends are important for investors to find the successful companies of the future.

Time and tide should dampen negative gearing proposal

Estimates of the cost savings from abolishing negative gearing are overstated because the property becomes positively geared and incurs capital gains tax on sale, and allowing it on new homes only is dangerous.

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