The Aria Capital Investment Insight is published every Friday morning and provides an insight into some the themes, thoughts and ideas that we have encountered on our investment travels over the past week. It also provides a quick snapshot of some key investment and economic benchmarks and some of the factors that may influence investors over the week ahead.

• Investment Insight

  7 April 2023

  Great expectations, Beyond debt, Market data, Week ahead…

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• Investment Insight

  31 March 2023

  Net zero, Debt begets, Market data, Week ahead…

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• Investment Insight

  24 March 2023

  Slowing down fast fashion, Monopoly money, Market data, Week ahead…

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• Investment Insight

  17 March 2023

  Gradually and then suddenly, Silicon sealed, Market data, Week ahead…

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• Investment Insight

  10 March 2023

  No shelter in US ports, Copper fastened, Market data, Week ahead…

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• Investment Insight

  3 March 2023

  US unemployment, Losing a Liverpool, Market data, Week ahead…

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• Investment Insight

  24 February 2023

  Will it stay or will it go?, Chinese appetite, Market data, Week ahead…

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• Investment Insight

  17 February 2023

  Shifting sands, The only way is up, Market data, Week ahead…

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• Investment Insight

  10 February 2023

  An egregious example, Real or artificial?, Market data, Week ahead…

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• Investment Insight

  3 February 2023

  Year of the rabbit, Nasback, Market data, Week ahead…

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• Investment Insight

  27 January 2023

  Something to cheer me up, Bounceback, Market data, Week ahead…

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• Investment Insight

  20 January 2023

  Hitting the roof, Bear rating, Market data, Week ahead…

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• Investment Insight

  13 January 2023

  Early outlook, Best-in-class, Market data, Week ahead…

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• Investment Insight

  10 July 2020

  Striking a fair price, Party like it’s 1999, Market data, Week ahead…

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• Investment Insight

  3 July 2020

  When buying rich is good value; At the wrong game?; Newswire; Market view.

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• Investment Insight

  26 June 2020

  This is Europe calling; From Hero to Zero; Newswire; Market view.

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• Investment Insight

  19 June 2020

  On the one hand…; Unprecedented presses; Newswire; Market view.

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• Investment Insight

  12 June 2020

  One day, maybe; Finding value in value; Newswire; Market view.

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• Investment Insight

  5 June 2020

  The V sign; Why the safe option isn’t so safe; Newswire; Market view.

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• Investment Insight

  29 May 2020

  A new generation; Disenfranchised; Newswire; Market view.

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• Investment Insight

  22 May 2020

  The beginning of the end; United they fall; Newswire; Market view.

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• Investment Insight

  15 May 2020

  Predicting the unknowable; Six months is a long time; Newswire; Market view.

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• Investment Insight

  8 May 2020

  A tale of two quarters; Printing money; Newswire; Market view.

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• Investment Insight

  1 May 2020

  A fixed income insider’s perspective; The score so far; Newswire; Market view.

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• Investment Insight

  1 June 2018

  Cash is king; Mamma mia!; Quoted…; Market recap; Week ahead.

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• Investment Insight

  25 May 2018

  Turkey goosed?; Diversification 1.01; Quoted…; Week ahead.

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• Investment Insight

  18 May 2018

  Fake muse; Worth it?; Quoted…; Market recap; Week ahead.

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• Investment Insight

  11 May 2018

  Crackpot; Who (kn)owes?; Quoted…; Market recap; Week ahead.

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• Investment Insight

  4 May 2018

  A rare commodity; Man versus machine; Quoted…; Market recap; Week ahead.

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• Investment Insight

  27 April 2018

  Calling time; Dracula?; Quoted…; Market recap; Week ahead.

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• Investment Insight

  20 April 2018

  A view from the trenches; Reinvention; Quoted…; Market recap; Week ahead.

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• Investment Insight

  13 April 2018

  Russian roulette; Lost in time; Quoted…; Market recap; Week ahead.

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• Investment Insight

  6 April 2018

  Bad behaviour; It’s over; Quoted…; Market recap; Week ahead.

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• Investment Insight

  30 March 2018

  Sugar rush; Place your bets; Quoted…; Market recap; Week ahead.

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• Investment Insight

  23 March 2018

  It’s complicated; Handbags; Quoted…; Market recap; Week ahead.

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• Investment Insight

  16 March 2018

  Faraway hills; Losing interest; Quoted…; Market recap; Week ahead.

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• Investment Insight

  9 March 2018

  Trade Off; No-one likes a seller; Quoted…; Market recap; Week ahead.

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• Investment Insight

  2 March 2018

  All good things; Sell, sell, sell; Quoted…; Market recap; Week ahead.

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• Investment Insight

  23 February 2018

  No shelter; Watch out; Quoted…; Market recap; Week ahead.

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• Investment Insight

  16 February 2018

  The devil you don’t know; Pics & shovels; Quoted…; Market recap; Week ahead.

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• Investment Insight

  9 February 2018

  Bank on it; No bargains at the short sale; Quoted…; Market recap; Week ahead.

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• Investment Insight

  2 February 2018

  Hot TOPIX; Full circle; Quoted…; Market recap; Week ahead.

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• Investment Insight

  26 January 2018

  The Long Depression; Great expectations; Quoted…; Market recap; Week ahead.

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• Investment Insight

  19 January 2018

  Surprise, surprise; Fear vs. greed; Quoted…; Market recap; Week ahead.

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• Investment Insight

  12 January 2018

  Goldilocks; Shiller’s list; Quoted…; Market recap; Week ahead.

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• Investment Insight

  5 January 2018

  Growing pains; Energised; Quoted…; Market recap; Week ahead.

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• Investment Insight

  29 December 2017

  Top of the charts; Resolute; Quoted…; Market recap; Week ahead.

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• Investment Insight

  22 December 2017

  Giddy up; Quoted…; Market recap; Week ahead.

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• Investment Insight

  15 December 2017

  High as a kite; It’s official; Quoted…; Market recap; Week ahead.

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• Investment Insight

  8 December 2017

  Blame the damn foreigners; All for one; Quoted…; Market recap; Week ahead.

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• Investment Insight

  1 December 2017

  Flow trade; It’s just maths!; Quoted…; Market recap; Week ahead.

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• Investment Insight

  24 November 2017

  Overheating? Pro-active; Quoted…; Market recap; Week ahead.

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• Investment Insight

  17 November 2017

  Clash of cultures; CAPE fear?; Quoted…; Market recap; Week ahead.

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• Investment Insight

  10 November 2017

  Great lies, part two; Just a trim; Quoted…; Market recap; Week ahead.

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• Investment Insight

  3 November 2017

  “The cheque is in the post” and other great lies; Faraway, so close; Quoted…; Market recap; Week ahead.

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• Investment Insight

  27 October 2017

  Around the corner; Moving targets; Quoted…; Market recap; Week ahead.

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• Investment Insight

  20 October 2017

  Sin in the city; 30 years young; Quoted…; Market recap; Week ahead.

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• Investment Insight

  13 October 2017

  Reasons why; Nucleosynthesis; Quoted…; Market recap; Week ahead.

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• Investment Insight

  6 October 2017

  Absolutely; What if; Quoted…; Market recap; Week ahead.

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• Investment Insight

  29 September 2017

  Fiscal responsibility; The wisdom of Homer; Quoted…; Market recap; Week ahead.

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• Investment Insight

  15 September 2017

  Watch the mousetrap not the cheese; Crowded out; Quoted…; Market recap; Week ahead.

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• Investment Insight

  8 September 2017

  0x00A651D43B6e209F5Ada45A35F92EFC0De3A5184; A new alternative; Quoted…; Market recap; Week ahead.

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• Investment Insight

  1 September 2017

  Cheer up sleepy Jean; Called out; Quoted…; Market recap; Week ahead.

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• Investment Insight

  18 August 2017

  Eastern Rising; Back the greenback?; Quoted…; Market recap; Week ahead.

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• Investment Insight

  11 August 2017

  Once bitten, twice shy; Less is less; Quoted…; Market recap; Week ahead.

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• Investment Insight

  4 August 2017

  China in your hand; Lords Spiritual and Temporal; Quoted…; Market recap; Week ahead.

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• Investment Insight

  28 July 2017

  Euronly man; Lies, damn lies and surveys; Market recap; Week ahead.

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• Investment Insight

  21 July 2017

  Future proof; No Dow(bt) about it; Market recap; Week ahead.

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• Investment Insight

  14 July 2017

  Here’s to the future; Hong Kong Phoney; Market recap; Week ahead.

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• Investment Insight

  7 July 2017

  Food for thought; Catastrophe; Quoted…; Market recap; Week ahead.

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• Investment Insight

  30 June 2017

  As easy as ESG; Over-crowding; Quoted…; Market recap; Week ahead.

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• Investment Insight

  23 June 2017

  Crunch; You cannot be serious; Quoted…; Market recap; Week ahead.

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• Investment Insight

  16 June 2017

  Trumping the Dollar; Bosco would turn in his box; Quoted…; Market recap; Week ahead.

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• Investment Insight

  9 June 2017

  Back to the future; What to wear? Quoted…; Market recap; Week ahead.

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• Investment Insight

  2 June 2017

  A load of confefe; Revolution; Quoted…; Market recap; Week ahead.

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• Investment Insight

  26 May 2017

  Risky business; The times they are a changin’; Quoted…; Market recap; Week ahead.

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• Investment Insight

  19 May 2017

  Asleep at the wheel; Just peachy; Quoted…; Market recap; Week ahead.

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• Investment Insight

  12 May 2017

  Inside the Trojan horse; Bonding; Quoted…; Market recap; Week ahead.

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• Investment Insight

  5 May 2017

  Reaching the summit; Cheap date; Quoted…; Market data; Week ahead…

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• Investment Insight

  28 April 2017

  Seconds away, round two; Indigestion; Quoted…; Market data; Week ahead…

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• Investment Insight

  21 April 2017

  Focused on small cap; Snap-(un)happy; Quoted…; Market data; Week ahead…

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• Investment Insight

  14 April 2017

  Re-cap; Diversification, diversification, diversification; Quoted…; Market data; Week ahead…

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• Investment Insight

  7 April 2017

  Strained; Bubblin’ Dublin; Quoted…; Market data; Week ahead…

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• Investment Insight

  31 March 2017

  Smooth handovers; Kiss; Quoted…; Market data; Week ahead…

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• Investment Insight

  24 March 2017

  Take the Ruff with the smooth; Trading places; Quoted…; Market data; Week ahead…

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• Investment Insight

  17 March 2017

  Trust me; Yes, Mr President; Quoted…; Week ahead…

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• Investment Insight

  10 March 2017

  Real money; Chemical reaction; Quoted…; Week ahead…

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• Investment Insight

  3 March 2017

  Hell No; Take a bite; Quoted…; Market data; Week ahead…

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• Investment Insight

  24 February 2017

  Faking it; Li_e; Quoted…; Market data; Week ahead…

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• Investment Insight

  17 February 2017

  It’s the economy stupid; They may be wrong, they may be right; Quoted…; Market data; Week ahead…

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• Investment Insight

  10 February 2017

  Choosy; Golden future; Quoted…; Market data; Week ahead…

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• Investment Insight

  3 February 2017

  It’s just (g)Rand; Tech boom; Quoted…; Market data; Week ahead…

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• Investment Insight

  27 January 2017

  Joe Six-Pack; Aristocrats; Quoted…; Market data; Week ahead…

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• Investment Insight

  20 January 2017

  Cheap or value?; Dead Calm; Quoted…; Market data; Week ahead…

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• Investment Insight

  13 January 2017

  The future is here; Mind the gap; Quoted…; Market data; Week ahead…

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• Investment Insight

  6 January 2017

  WSDKWTWD; $1,054,647,941,626.91; Quoted…; Market data; Week ahead…

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• Investment Insight

  30 December 2016

  And the winner is…; Certain uncertainty; Quoted…; Market data; Week ahead…

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• Investment Insight

  23 December 2016

  Nobody likes a recession; Sell Sell Sell; Quoted…; Market Data; Week ahead…

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• Investment Insight

  15 May 2015

  Mounting global debt, Frontier markets, Market data, Week ahead…

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• Investment Insight

  8 May 2015

  Hot (European) property, Dollar dynamics, Market data, Week ahead…

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