Three ways the Future Fund is dodging expensive equities
Future Fund CEO Raphael Arndt says stocks look expensive as investors bet on rate cuts and strong growth. Here are three places the fund is hunting for returns instead.
You’ve got to love a bit of honesty on financial markets.
Gus Richard, a hitherto unknown (at least to this column) tech analyst from US firm Northland Capital Markets, took the unusual step on Monday night of downgrading chipmaker AMD to a “heck if we know” rating, arguing the 120 per cent jump in its shares suggested “irrational exuberance” had set in among investors over the prospects of artificial intelligence.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
