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At the AGM

Desperately seeking: Board accountability and active voices

It is clear from this remarkable AGM season that investors are looking for more accountability. But it needs to start at the top, and be held to account by active voices.

04 February 2019

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Bank or tech

Is it a bank - or a tech firm?

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.

26 February 2019

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4 key drivers

Four key drivers for Australian markets and one cautions

We devote most of our resources to identifying insights that can generate long-term returns and minimise risk. But in the short-term, returns and risk can be driven by very different forces.

04 February 2019

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Will economic uncertainty overshadow the company reporting season?

Will economic uncertainty overshadow the company reporting season?

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.

26 February 2019

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Brasilia

Brazil's polarising election

After victory in the first round of voting, Jair Bolsonaro, the anti-establishment right winger, now appears to have a commanding lead over Fernando Haddad of the PT (workers’ party), ahead of Sunday’s election.

31 January 2019

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China Single's Day

How Singles Day keeps getting bigger

China's Singles Day is bigger than ever and there is little sign of the juggernaut slowing down.

06 February 2019

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Istanbul overhead

Contagion contained

Turkey’s currency crisis in early August prompted an all-too familiar set of headlines. A predictable news flow that was eager to foretell that the crisis would deepen and inevitably spread across the entire asset class.

31 January 2019

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People, Planet, Profit

Protecting the 3ps - People, Planet & Profit

10 years on post-Global Funding Crisis, are we investing more sustainably? Mark Whitehead discusses the ESG legacy of the 2008 crash.

31 January 2019

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5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

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.

26 February 2019

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Have US markets run out of fuel?

Have US Markets run out of rocket fuel

Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?

31 January 2019

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Electric cars

Driving is changing before our eyes

The way we drive is changing forever, due to major technological advances and a push towards greener forms of transport (particularly considering the latest dire warnings on climate change).

31 January 2019

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Semiconductor

Think Growth in Semiconductors is finished? Think again

Last year was a tough one for the semiconductor industry. For us though, the bigger picture hasn’t changed.

26 February 2019

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Europe's Goldilocks period

End of Goldilocks period for US banks?

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.

06 February 2019

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Plastic bag in sea

Plastic phase out - The investor view

8 million tonnes of plastic waste enter our oceans each year. Is it time for investors to think about plastic phase out?

31 January 2019

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Indian election

India’s general election – reform vs populism

India’s BJP has had successes since 2014 but rising populist sentiment is a problem. What does the election mean for investors?

02 April 2019

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ActivelyInvestingAbstract1

Actively investing to improve lives through professional conduct

Ensuring that our clients can be confident that we, as fiduciaries of their capital, have their best interests at heart, is an important part of our mission.

05 June 2019

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ChinaGreenificationAbstract1

The "Greenification" of China

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

05 June 2019

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AustralianSupermaketsAbstract1

What can Australian supermarkets gain from the UK online experience?

Australian retailers are rapidly increasing their online penetration and looking at how best to fulfil the growing demand.

06 June 2019

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ReportingSeasonAbstract1

Reporting Season: What we've learned so far

We are almost through Australia’s semi-annual reporting season. Profit results are being clouded by negative sentiment on politics, financial conditions and house prices. But politics is also creating an interesting dynamic for dividends and capital management.

07 March 2019

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Indonesia building

Watching Asia grow

Rising populations, urbanisation and a fast-growing middle class have led to a huge need for housing and infrastructure right across developing Asia.

07 March 2019