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 [...]
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems [...]
A few companies have come out recently talking about the effect of Trump tax cuts [...]
One of our core investment themes is that international stocks are the best asset class [...]
Ethical investing is frankly confusing. There are plenty of good products, but also a number [...]
We have a number of Automobile and Auto Component stocks in our portfolio and September [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
Bloomberg ran a report last week on electric cars that turned into a longer read than [...]
Apologies for the lateness of this report, we are still getting reporting systems ironed out [...]
There was another entry into the academic statistical war that makes up the debate between [...]
Global reporting season was pretty decent at a headline level – there are lots of [...]
The new look US Department of Energy released a big report last week on the [...]
Investing can be a volatile ride, the last few days have reminded us. The last [...]
Given: (1) a spike in the AUD to over 80c vs the USD (2) an [...]
The bit I don’t get with the whole CBA money laundering through ATMs is why? [...]
