A ‘network’ analysis approach to investment analysis
The key to successful investment is to invest in exceptional businesses expanding their economic footprint, and one of the first...
The key to successful investment is to invest in exceptional businesses expanding their economic footprint, and one of the first...
For many years, the humble value stock was seen by many investors as the boring and safer pick when building...
With immediate family in India, personally the past few weeks have been the most harrowing of my life. India’s early...
Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or...
In the midst of the second wave of COVID-19 in India and with travel restrictions having been in place for...
Effective, routine engagement with company boards and management is critical in delivering long-term financial returns for investors and can determine...
Global leaders were united in their view that carbon emissions need curbing but differed in their plans for how to...
As we move towards the halfway point of 2021, some key trends are emerging that will shape markets and economies...
Superannuation is one of the most important assets Australians will ever own. How each Australian is able to successfully invest...
In the context of stock markets, reflexivity is the principle that a higher price for a given stock can improve its...
Global dividends surged to a record US$518.7 billion in Q3 2025, up 6.2% year-on-year, with financials leading the way. The...
Over the past 15 years, middle market direct lending has grown into one of the most dynamic areas of alternative...
For most Australians, superannuation is their largest financial asset outside the family home. So, when it comes to digital security,...
In financial markets, drama makes headlines. Share prices surge, tumble, and rebound — creating the stories that capture attention. But...
