2 Mar, 18 There are very few stocks that most fund managers would buy and hold for 10 years – with the notable exception of everyone’s darling, Berkshire Hathaway, which famously never ever pays a dividend (with no complaints from the shareholders!)... [read more]
As we investors watch famous names in retailing crumble under the relentless assault of Amazon, we start to wonder, “Which sector will be the next to be disrupted?” Then we think, “Will the companies in my share portfolio survive all these changes?”... [read more]
6 Dec, 2017 Marcel joins Peter Switzer to share thoughts for his funds investment strategy for 2018
8 Nov, 2017 Marcel Joins Switzer TV to share his thoughts on the strong equities markets, global hedges, Japan update and caution for commodities
2 Oct, 17 Anyone who has been to Beijing in winter knows how bad the air pollution is there. The same is true of many Chinese cities because, from the 1980s on, governments at all levels were focused on maximizing economic growth and job creation. The future careers of local officials were heavily determined by the GDP growth rates which they managed to achieve in the areas under their supervision... [read more]
12 Sep, 2017 Marcel shares his thoughts on Australian "Liar Loans" and the consequences of such debt with Steve Austin on ABC Radio.
6 Sep, 2017 Marcel shares an update on his funds investment strategy and forecast with Peter and his audience on Switzer TV
1 Sep 17, Since 2008 the Chinese government has had an official policy called chuqu, or “going out”, which encourages Chinese companies to expand overseas by means of building new assets and acquiring existing assets. The strategy of building new assets has been mostly successful, with some exceptions: CITIC’s Sino Iron project at Cape Preston, Western Australia, for example, opened four years late, has run 200% over budget, and is still not profitable... [read more]
24 Aug, 17 Chinese banks and other lenders have enjoyed years of double-digit credit growth, but in March 2017 the authorities stopped the party, turned the lights on, and took away the alcohol. Abrupt changes in the leadership of the three main regulators (of banks, brokers and insurers) were followed by equally abrupt changes in regulatory style. Draconian new rules were issued and existing rules were enforced much more tightly... [read more]
23 August, 2017 Marcel von Pfyffer joins Switzer TV to discuss the global economy, low interest rates and markets both in Australia and abroad.