10 March 2020 • By Nalaka de Silva • 1 min read
The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will...
READ MORE Gold has been on a strong run since the start of 2019, with the precious metal rising by 28 per cent in US dollar terms over this period. The gold pri...
READ MORE Early December’s decision to embrace a more optimistic outlook for 2020 has proved advantageous. But as is often the case, each year brings new chal...
READ MORE Right now, we are seeing some very worrying trends in global financial markets, and I am truly concerned about where we are heading. The spread of cor...
READ MORE The brutal correction in financial markets in recent days reflects both the level of investor complacency prevailing last week and the great significa...
READ MORE The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth will be adversely aff...
READ MORE The Australian equity market has underperformed the US share market over the past decade, with our big miners and banks capping returns compared to th...
READ MORE Institutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domes...
READ MORE Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low growth, finding relia...
READ MORE Finding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to many Microsoft may seem expens...
READ MORE
Subscribe to our newsletter
