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ASSET MANAGEMENT

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Sydney NSW 2000

Phone + 61 2 9994 7490
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Email info@5oam.com
THOUGHT PIECES

At Five Oceans we would like to share our thoughts and views with you - as well as identify where we have been seen in the media.

We hope these pieces will stimulate thought, and an exchange of views. We would like each piece to be the initiation of a conversation that may throw up productive insights for us all.  

  
Is China blowing bubbles? A China thought piece
February 2010

Given the fundamentals and valuations of an asset can constantly change, bubbles are by no means easy to identify. In this thought piece, we determine whether China really is in an asset bubble.
    
  
China property: Winner from urbanisation or the next sub-prime? 
February 2010

Christopher Selth and Rob Nunley give their views on the China property market. 

 
    
  
Post GFC - Global investment landscape - Webcast
October 2009

Christopher Selth talks about the global investment landscape post GFC.
    
  
International investing - Rainmaker iTV interview
September 2009

Ross Youngman talks about Five Oceans' approach to international investing.
    
  
International investing - Rainmaker iTV interview
September 2009

Rob Nunley's view on the key opportunities emerging in the Asian market.
    
  
International investing - Rainmaker iTV interview
September 2009

Joe Kaderavek's view on whether resource companies can regain their market leadership.
    
  
Beyond Green shoots Webcast
September 2009
In September we presented at a Portfolio Constuction Conference in Sydney.

IMPORTANT: To view the presentation given by Christopher Selth, select the 'Download presentation' link below.
 
    

  
Reflections on a bear market
July 2008
In July's Thought Piece, we examine the anatomy of this bear market and whether we have reached the bottom of the downturn.  We believe that the worse may be behind us but we remain cautious about the future.
 
    
  
Cycles and speed bumps and the road ahead
June 2008
This months Thought Piece focus' on the whether we are in the "eye of a storm"! Equity markets have attempted to understand the scope of the downturn however a recovery may be further away than expected as the exact nature of the downturn is still unclear.
 
    
  
The Ides of March?
March 2008
This Thought Piece considers the recent market turmoil and considers the catalysts for re entering the market.
 
    
  
Sub-Prime Armageddon - The state of the market surveyed
October 2007
This article examines Sub-Prime background, the anatomy of the crisis and contemplates the future of the market.
 
    
  
Investing for the future - IFSA Breakthrough Conference
August 2007
This speech discusses the major questions facing the investment community today and how Five Oceans is addressing them.
 
    
  
Private Equity - Deconstructing the boom
January 2007
Is the Private Equity boom bidding up the valuation of assets to unreasonable levels and increasing debt levels in a manner that is risky to the economy?
 
    
  
China - Balances and balancing acts
December 2006
China has been experiencing very strong economic growth for the past three decades. But as China matures their management has significant implications for both China domestically and the global economy.
 
    
  
Economic management and monetary dilemmas
October 2006
This Thought Piece tackles the dilemma facing global economies brought about setting monetary policy and the impact of the Greenspan Put.
 
    
  
Underlying dynamics of the global economy - the backdrop to global equity markets
October 2006
This first Thought Piece provides a backdrop to our industry and company specific research. We consider globalisation and the IT revolution, profitablity and productivity, monetary policy and global interest rates.
 
    
 
 
IN THE NEWS
line
  • "A lack of regulatory certainty has hobbled Australian companies' ability to reach spending decisions, making investors leery."
    Ross Youngman, Bloomberg

  • "There is a rebalancing process. That is not just within the economy but between countries as well."  Christopher Selth, Turning Point - BRW

    •
  • "We're looking for directional change in the area of ESG. - Huge environmental blow ups have cost companies." Ross Youngman, Uncharted Risks - I&T News
     

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