Category: Economics

Beware “Cheap” Debt in a Deflationary World

04 Oct 2019

Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is...

Ausnutria Milks the Goat in China

19 Jul 2019

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review...

Two Stocks for a Low Interest Rate World

02 Jul 2019

Reserve Bank of Australia (RBA) Governor Phillip Lowe told a recent lunch gathering that “it’s a strange world”...

Less Revenue, More Profit at iSelect

20 Mar 2019

Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...

Inflation, not Recession, the Big Risk for Investors

31 Oct 2018

Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...

Preparing for, not Predicting, the Housing Crash

12 Oct 2018

Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...

https://foragerfunds.com/news/europe-still-ascending/

European Air Traffic Still Ascending

31 Jul 2017

In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...

https://foragerfunds.com/news/late-invest-europes-recovery/

Too late to invest in Europe’s recovery?

15 Jun 2017

In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value....

Further thoughts on TPG

15 Jun 2017

Just a quick follow upon yesterday's post about change and churn at TPG. In a perfectly-competitive Adam...

https://foragerfunds.com/news/blame-central-bankers-lack-productivity-growth/

Blame Central Bankers for the Lack of Productivity Growth

06 Mar 2017

They get the blame for a lot these days. Asset bubbles, moral hazard, banking crises, deflation, inflation. It’s...

Europe Takes Off

15 Feb 2017

There is a strong correlation between general economic health and the number of people taking to the skies. It's...

https://foragerfunds.com/news/uks-brexit-negotiating-trump-card/

UK’s Brexit Trump Card

21 Sep 2016

If the world really is short of demand, as many economists argue, then novel monetary policy measures like...

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Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Btw the energy payback charts are very interesting, thanks for sharing.

Oct 15, 2019

Gareth Brown @forager_gareth

@weezmgk @DoctorKarl Yes of course.

Oct 15, 2019

Gareth Brown @forager_gareth

@DoctorKarl Pay for themselves? I hope you're not conflating CO2/energy payback with economic payback. The latter t… https://t.co/Zf48qNdKTw

Oct 15, 2019

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The September quarter brought some positive news for a number of the businesses held in our funds, and for value st… https://t.co/7cUNfd2pM5

Oct 15, 2019

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Forager – Investor Roadshow 2019

2019 Annual Roadshow

In his presentation, Steve explains why periods of underperformance are an inevitable feature of our concentrated long-term investing approach. He also explains why a deeply unloved portfolio of value stocks might have a place in your portfolio.

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https://foragerfunds.com/media/forager-webinar-investing-skills-and-instincts/

Forager Performance Webinar – July 2019

Performance Focused Webinar

This webinar focuses exclusively on fund performance.

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YourMoney – 29 March 2019

US Slowdown

U.S. Economy shifts into low gear as fiscal boost wanes

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YourMoney – 25 March 2019

Brexit Battle

Navigating the UK stockmarket amid brexit uncertainty

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