Archive: May, 2025

May 27, 2025

Keep one eye on U.S. bond yields

By Roger Montgomery

Global financial markets are enjoying a period of relative calm, with investors seemingly unperturbed by the unpredictability of U. S. President Donald Trump’s second term. The spectre of a trade war between the United States and China, which once loomed large, has, for now, receded, with optimism about deregulation and tax cuts replacing those concerns.
May 21, 2025

Insuring its own future – the QBE turnaround

By Sean Sequeira

QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification.
May 6, 2025

The end of an epoch. Warren Buffett retires

By Roger Montgomery

Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94.

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