Fund Monitors Pty Ltd
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Printed: 07 July 2022 7:43 PM



The Rate Debate: Leaders indicators warn of global recession
07 Jul 2022 - Yarra Capital Management
Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation.
How will the energy transition impact Asia?
07 Jul 2022 - abrdn
The energy transition in the Asia Pacific region, the crucial role this plays in decarbonisation and the opportunities and challenges that are faced as part of this transition.
National Infrastructure Briefings 2022
06 Jul 2022 - Magellan Asset Management
The last two years has seen international travel upended, domestic transport challenged, 'essential services' redefined and a growing interest in the role infrastructure can play in decarbonisation. With this backdrop, does the case for...
You should probably be turning off the news
06 Jul 2022 - Insync Fund Managers
Businesses with very high levels of sustained profitability, reinvesting into runways of growth backed by megatrends, deliver consistently superior earnings growth.
What to expect from the stock market?
05 Jul 2022 - Montgomery Investment Management
In this week's video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates.
What happens to disruption during a recession?
05 Jul 2022 - Loftus Peak
There are many new disruptive trends happening right now that are unlikely to change course in the face of economic headwinds.
Where to from here? Tips to dodge the noise
04 Jul 2022 - Spatium Capital
The beauty about unknown-unknowns is that they personify disruption and despite best efforts or claims made by 'experts', none will see them coming.
Hedge Clippings |01 July 2022
01 Jul 2022 -
A week may be a long time in politics, and in financial markets there's an old saying that "time in the market" is important, but at the end of the day what matters to investors are returns. More relevant at the current time are lack of...
Sectors positioned to survive inflationary times
01 Jul 2022 - Datt Capital
Every day we read about higher costs of food, energy and property via higher interest rates, while our pay packets don't seem to be rising as fast as the cost of living.
Performance Report: Equitable Investors Dragonfly Fund
30 Jun 2022 -
The Equitable Investors Dragonfly Fund returned -8.69% in May. Top contributors included Reckon (RKN) and Earlypay (EPY), while Intelligent Monitoring (IMB) and Scout Security (SCT) were the key detractors.
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Events Calendar

August 2022
Reserve Bank Board Meeting - Monetary Policy Decision
02 Aug 2022 2:30 PM to 3:00 PM
65 Martin Place, Sydney
News & Announcements

The Reserve Bank sets the target 'cash rate', followed by an explanatory media release announcing the decision after each Board meeting.

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