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

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

    A new generation; Disenfranchised; Newswire; Market view.

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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  • Investment Insight

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

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