Index investing’s sharp rise in popularity over the past decade or so scares some people. And not in a fun, haunted-house kind of way. ...
On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a market capitalisation of appro...
Since the 2008 global financial crisis, the value investing style in Australia has underperformed to the extent that it has come to be regar...
Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much wider u...
Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates. But one of the fast...
We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few yea...
The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New York Economic Club...
Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sour...
Although it’s been more than a decade, the fallout from the global financial crisis (GFC) is still impacting banks in the way they raise a...
Get notifications in real-time for staying up to date with content that matters to you.