Focal point Our take on the latest investment themes Veganism: The Next Sustainability Frontier by David Sheasby 18 February 2019 Veganism is going mainstream. Backed by A-list celebrities and global marketing campaigns, demand for meat-free food has increased rapidly over the last few years. Read More Follow Us: Sign-up for updates Order by Most recent Oldest Strategy Author View [Back in the Game] Back in the Game by Colin Dishington China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth. 11 February 2019 View [Will economic uncertainty overshadow the company reporting season?] Will economic uncertainty overshadow the company reporting season? by Reece Birtles Leading in to February reporting season period in Australia, it feels like economic uncertainty globally may be overshadowing the more positive company profit fundamentals that we can see. 4 February 2019 View [5G closing gap on fixed line broadband] 5G closing gap on fixed line broadband by Patrick Potts It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year. 4 February 2019 View [Think Growth in Semiconductors is finished? Think again] Think Growth in Semiconductors is finished? Think again by Divya Mathur Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed. 30 January 2019 View [Slowing 'Fast Fashion'] Slowing 'Fast Fashion' by David Sheasby World clothing production has almost doubled in the last 15 years, but the growth has come at a significant cost and there is now increasing awareness of its outsized environmental and societal impacts. 21 January 2019 View [End of Goldilocks period for US banks?] End of Goldilocks period for US banks? by Mark Whitehead The US banks have been an excellent place for income investors to be over the last three years but what has become clear in recent months is this is probably as good as it gets. 14 January 2019 View [Is it a bank - or a tech firm?] Is it a bank - or a tech firm? by Paul Sloane The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind. 4 January 2019 View [Weathering the earnings growth storm] Weathering the earnings growth storm by Matthew Davison Australian banks continue to endure many headwinds, some self-inflicted. Yet, the businesses manage to preserve a healthy level of cash flow generation. 3 December 2018 View [Searching for USA's "R star"] Searching for USA's "R star" by Reece Birtles ‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth. 3 December 2018 123Next No Javascript detected! please upgrade your browser, or enable JavaScript to make use of this site
Veganism: The Next Sustainability Frontier by David Sheasby 18 February 2019 Veganism is going mainstream. Backed by A-list celebrities and global marketing campaigns, demand for meat-free food has increased rapidly over the last few years. Read More Follow Us: Sign-up for updates Order by Most recent Oldest Strategy Author View [Back in the Game] Back in the Game by Colin Dishington China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth. 11 February 2019 View [Will economic uncertainty overshadow the company reporting season?] Will economic uncertainty overshadow the company reporting season? by Reece Birtles Leading in to February reporting season period in Australia, it feels like economic uncertainty globally may be overshadowing the more positive company profit fundamentals that we can see. 4 February 2019 View [5G closing gap on fixed line broadband] 5G closing gap on fixed line broadband by Patrick Potts It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year. 4 February 2019 View [Think Growth in Semiconductors is finished? Think again] Think Growth in Semiconductors is finished? Think again by Divya Mathur Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed. 30 January 2019 View [Slowing 'Fast Fashion'] Slowing 'Fast Fashion' by David Sheasby World clothing production has almost doubled in the last 15 years, but the growth has come at a significant cost and there is now increasing awareness of its outsized environmental and societal impacts. 21 January 2019 View [End of Goldilocks period for US banks?] End of Goldilocks period for US banks? by Mark Whitehead The US banks have been an excellent place for income investors to be over the last three years but what has become clear in recent months is this is probably as good as it gets. 14 January 2019 View [Is it a bank - or a tech firm?] Is it a bank - or a tech firm? by Paul Sloane The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind. 4 January 2019 View [Weathering the earnings growth storm] Weathering the earnings growth storm by Matthew Davison Australian banks continue to endure many headwinds, some self-inflicted. Yet, the businesses manage to preserve a healthy level of cash flow generation. 3 December 2018 View [Searching for USA's "R star"] Searching for USA's "R star" by Reece Birtles ‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth. 3 December 2018
View [Back in the Game] Back in the Game by Colin Dishington China’s largest gaming giants have finally been allowed to release new titles to domestic audiences but stricter rules are good for the industry’s long-term growth. 11 February 2019
View [Will economic uncertainty overshadow the company reporting season?] Will economic uncertainty overshadow the company reporting season? by Reece Birtles Leading in to February reporting season period in Australia, it feels like economic uncertainty globally may be overshadowing the more positive company profit fundamentals that we can see. 4 February 2019
View [5G closing gap on fixed line broadband] 5G closing gap on fixed line broadband by Patrick Potts It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year. 4 February 2019
View [Think Growth in Semiconductors is finished? Think again] Think Growth in Semiconductors is finished? Think again by Divya Mathur Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed. 30 January 2019
View [Slowing 'Fast Fashion'] Slowing 'Fast Fashion' by David Sheasby World clothing production has almost doubled in the last 15 years, but the growth has come at a significant cost and there is now increasing awareness of its outsized environmental and societal impacts. 21 January 2019
View [End of Goldilocks period for US banks?] End of Goldilocks period for US banks? by Mark Whitehead The US banks have been an excellent place for income investors to be over the last three years but what has become clear in recent months is this is probably as good as it gets. 14 January 2019
View [Is it a bank - or a tech firm?] Is it a bank - or a tech firm? by Paul Sloane The disruptive impact of new technology on financials is impossible to ignore and firms are wanting to play up their tech credentials to show they are not being left behind. 4 January 2019
View [Weathering the earnings growth storm] Weathering the earnings growth storm by Matthew Davison Australian banks continue to endure many headwinds, some self-inflicted. Yet, the businesses manage to preserve a healthy level of cash flow generation. 3 December 2018
View [Searching for USA's "R star"] Searching for USA's "R star" by Reece Birtles ‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth. 3 December 2018