Home / Author: Sam Ferraro

Sam Ferraro

Low rates and the equity risk premium

With investors gravitating towards ‘safer’ equities for yield, the equity risk premium is playing an important role in the variance of earnings multiples between defensive and cyclical sectors of the Australian equity market.

Sam Ferraro
1 May 2015

Animal spirits dormant except for coffee and food

Current economic policy is failing to revive the corporate sector's animal spirits, as spending by consumers remains weak except for a few sectors like food, cafes and restaurants.

Sam Ferraro
10 October 2014

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