Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
There have been changes proposed by the Labor party to imputation credits. We have put [...]
I have blogged a number of times about self-driving cars being the key to working [...]
The last few weeks have confirmed our view that most of the cash from Trump [...]
Labour has proposed a number of changes to franking credits paid on dividends. The proposal [...]
Our pitch to investors has been that by investing in a mix of quality and value [...]
The main concern that I have with profit growth driven by tax cuts is that [...]
There is a battle going on in the financial press for the hearts and wallets [...]
I had a few questions about how the numbers from Reneweconomy earlier this week showing [...]
Given the events of the last week, it feels like performance for January is largely [...]
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of [...]
With markets in free fall over the past two days, the question for investors is [...]
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some [...]
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China [...]
