The Ultimate Bottleneck

CatalystInvesting

After the Global Financial Crisis, for a period of almost 14 years, funds investing in high growth shares such as Amazon or Alphabet were supported by significant tailwinds in earnings and rating expansions, resulting in substantial outperformance of global equity markets. Investors watching from afar rightly questioned the sustainability of these valuations. In fact, on some level, it would be …

Andrew Bradley provides Fiscal’s perspective and approach to the war in the Ukraine

CatalystInvesting

“It is unsettling to have another war in the world. Particularly where it has the potential to have wide reaching consequences for global security, personal safety, on companies doing business with or relying on products and services from Russia, global economic growth, and investment markets.” At Fiscal we continue to monitor the war and the developments around this as it …

Andrew Bradley, our CEO comments on the 2022 Budget Speech

CatalystInvesting

Welfare instability is highlighted The concerning news is that over the next three years the government will be spending about 60 percent of non-interest spending on social welfare. This shows the perilous state of many struggling citizens due to the sluggish GDP growth and the negative economic effects of the pandemic Fiscal responsibility demonstrated The good news is that the …