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Opinion

Brent Sheather: Unbalanced funds

COMMENT: Two weeks ago we considered the low interest rate environment, concluded that it was here to stay, writes Brent Sheather.

Opinion

Brent Sheather: Torture file

There is an old saying, popular with economists, that if you torture data sufficiently it will confess to anything, writes Brent Sheather.

Opinion

Brent Sheather: Interesting times

The year has got off to a bad start for portfolio investors with the world stock market having fallen by 10.8 per cent in US$ terms, writes Brent Sheather.

Opinion

Brent Sheather: Brexit risk-off?

COMMENT: Stock markets have taken a big dive on the Brexit surprise, so the question is: how long will the new risk-off direction last?