Kerry Series was a guest on the Switzer programme on Sky Business last night (note, the interview starts about 4 minutes into the video). Switzer interviews Kerry and Martin Lakos from Macquarie for an update on markets. They conclude that the US is not headed for a double dip recession and China will experience a soft [...]
8ip In The Media
Kerry Series comments on the Australian Dollar (SMH)
Kerry Series is quoted substantially in an article titled “Dollar’s Long Rally Far from Done” in the Sydney Morning Herald by business commentator Michael West. West examines the outlook for the Australian dollar and contemplates its impact on the Australian economy andsharemarket. He puts forward Kerry’s view that the Australian dollar will reach much higher levels, [...]
Kerry Series makes the case for a bull market (SMH)
In an article published in the Sydney Morning Herald, 8IP Chief Investment Officer Kerry Series, takes the sceptics to task and argues that we are actually in a multi-year bull market. Kerry suggests that current market nervousness presents the ideal buying opportunity as it is keeping valuations low, despite strong company profitability and outlooks. Read [...]
Kerry Series discusses Asia Pacific markets (Switzer)
8IP Chief Investment Officer Kerry Series is interviewed by Peter Switzer on Sky Business to discuss his views on Asia Pacific markets. Watch the full interview here
Kerry Series encourages investors to buy into Asia (CNBC)
In an interview on CNBC, 8IP Chief Investment Officer Kerry Series encourages long-term investors to look at Asia. With strong company profitability and low valuations, CNCB asks Kerry what it will take to get investors back into equities? Kerry suggests that the peaking of inflation and an end to tightening will encourage investors back in. [...]
Kerry Series makes the case for direct Asian investment over global large caps (Investor Daily)
An article by Investor Daily looks at the case for investing in global large caps. In the piece, 8IP Chief Investment Officer Kerry Series, argues that global large caps do not provide sufficient access to emerging markets. Instead, he suggests that emerging market exposure is best obtained through investment in companies that operate directly in [...]
Kerry Series backs hedged global investments (Money Management)
8IP`s Chief Investment Officer Kerry Series, predicts an extended bull market and elevated Australian dollar in an article by Money Management. Against this backdrop, Kerry believes that a hedged approach to international equities is the best way to gain alpha in the current environment. Kerry believes the Australian dollar will maintain elevated valuations for an [...]
Kerry Series bullish despite S&P US rating threat (CNBC)
8IP Chief Investment Officer Kerry Series discusses his bullish views for Asia on CNBC. He argues we are in a normal bull market with a lot of investors holding on to cash and defensive assets. Kerry makes the case for resources and consumer sectors. Watch the interview here
Kerry Series makes the case for Asia (CNBC)
8IP Chief Investment Officer Kerry Series discusses the outlook for Asia on CNBC in the context of current inflation figures and tightening strategies. Kerry examines some interesting opportunities for investors in the current environment. Watch the interview here
Kerry Series says China inflation fears are overplayed (Financial Standard)
8IP`s Chief Investment Officer Kerry Series, has downplayed fears over China inflation in an article by the Financial Standard. Whilst markets are nervously awaiting the release of the Chinese inflation figures, Kerry believes the concerns are overdone and that the multi-year bull market in Asian equities is only just beginning. Read the full article here