Contrarian Investor: Slow puncture of a housing bubble
I am in Sydney for a conference and as I write, all I can hear is the sound of drills and building site construction along the harbour side.
The world economy may be slowing down but Australia seems to be in relatively chipper mood - although among the financial cognoscenti at the conference, there is a palpable sense of anxiety. China,...
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The election of an anti-establishment government in Italy sent investors fleeing and Italian government bonds (BTPs) witnessed record outflows earlier this year. Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management,...