News and Announcements
Castle Point Quarterly Investment Commentary – July 2015
- Published July 20, 2015 3:51PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
The investment team spend a lot of their time thinking about individual stocks, markets and all sorts of other related (or often unrelated) topics. These get filtered through the quarter with the (hopefully) more interesting ones making it into our quarterly commentaries. These can be found below – we hope you find them interesting reading.
July 2015:
- Sometimes, the higher the better
- Is the future electric?
- A question from one of our investors
- Solving Japan’s financial problems
- New Zealand’s QE problem
- Our two drachmas on Grexit
This quarter we kick off with a look at high multiple stocks, followed by a look at how electricity may play an even more important role in the future. We then answer a highly relevant investor question, talk some more on how Japan could solve its debt issue and finish with a couple of short articles on New Zealand and Greece.
To read the full document, please click here.
Company Updates
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Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
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