AFR Feature on Justin Braitling – Diversification is no protection

In this article by Debra Cleveland of the Australian Financial Review, Justin Braitling discusses his thoughts on the outlook for global share markets, his best and worst investments over a 25 year career in financial markets and the personal pursuits that provide the counter-balance to …

Where to look in a low growth environment

Justin Braitling speaks with Livewire Markets about what he believes to be the single most important indicator of company health in the current environment. Article Here …

Will there be a turning point for commodities?

Tom Richardson talks to Livewire Markets about the outlook for a range of commodity markets and discusses the potential catalysts for a turn around in the much maligned resources sector. …

M&A activity in the energy sector

The falling oil price in 2015 has given rise to increased levels of corporate activity in the energy sector. Tom Richardson talks to Livewire Markets about the prospects for potential M&A activity and examines the outlook for the oil price in light of impacts from …

Why your diversified portfolio is no longer safe

In this interview with The Australian Financial Review, Justin Braitling discusses the recent volatility in share markets; the behavior of previously uncorrelated asset classes in response to stimulatory monetary policy and the increased importance of hedging strategies to achieve true portfolio diversification. AFR Article – …

Low growth outlook for Australian shares

Justin Braitling believes the domestic and global outlook is pointing to a sustained period of low growth. In this interview with Livewire Markets, he discusses examples of companies that will fare best in such an environment – LINK   …

Challenges ahead for free to air TV networks

Justin Braitling, Chief Investment Officer of Watermark Funds Management, discusses the unique set of challenges facing Australian FTA Networks with Livewire Markets – LINK …