News & Knowledge

2019, 24 January

Salomons' Judgement

Global debt is growing faster than the economy. This is less alarming than it may seem, but do keep a close eye on the zombies.

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2019, 23 January

Asset Allocation update January

After already having struggled for most of the last quarter markets took a nosedive late December and the outlook is clouded at best. Nonetheless we do see some opportunities and are cautiously adding some risk.

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2019, 17 January

Will Australian shopping centres survive the retail thunderstorm?

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss whether Australian shopping centres will survive the retail thunderstorm.

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2019, 11 January

Salomons' Judgement

An economist knows more about climate change than you might think. He even has the solution.

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2018, 28 December

Salomons' Judgement

This is the time of the year to keep it brief.

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2018, 19 December

J.P. Morgan Healthcare Conference

The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community.

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2018, 14 December

Salomons' Judgement

Do I suffer from market stress? Not yet, but I might if the nervousness in the financial system persists.

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2018, 30 November

Salomons' Judgement

A European procedure and an impending fine amounting to billions will not alter Italy’s way of thinking. Only a simple ‘basta!’ from the financial centres in Milan will bring the much-needed change to Rome.

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2018, 27 November

Structured Credit Investor Letter

Each quarter we publish the results of Diversified Structured Credit Pool (DSCP) and describe noteworthy developments in the Structured Credit market and the DSCP portfolio. This time we discuss developments in leveraged loan & CLO markets, and the addition of a 4th specialist manager to DSCP called East Lodge Capital Partners

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