Karl Siegling discusses three offshore picks with Livewire

August 26, 2015

Video by Livewire Markets. Livewire Markets brings together the most relevant and informed insights from leading fund managers and investment professionals. The Cadence Team contributes to Livewire Markets.

Karl Siegling of Cadence Capital sees further weakness ahead for the Aussie dollar. ‘there is nothing remarkable about $0.51 we have been there before and we will go there again…we are cyclical based on resources and commodities.’ Siegling highlights three stocks with ‘reasonable multiples relative to their growth’ that he believes will allow investors to capitalise on this forecast AUD weakness.

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10 Books To Read Before Buying Your Next Stock

Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.

The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.

Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.