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26 November 2019 • By Mike Aked and Rob Arnott • 1 min read
On 30 September, six stocks, what we call the FANMAGs – the FANG stocks plus Apple and Microsoft – had a market capitalisation of approximately U...
READ MORE Since the 2008 global financial crisis, the value investing style in Australia has underperformed to the extent that it has come to be regarded as “...
READ MORE Since the 1980s, as communication costs decreased and new software and digital platforms emerged, companies could choose from a much wider universe of...
READ MORE Global IT spending – on software, devices, IT services and data centre systems – continues to grow at healthy rates. But one of the fastest-growin...
READ MORE We have had the equivalent of a bull market in information technology spending, with global spending in IT above trend over the past few years. Ber...
READ MORE The conversation about interest rates is over. “I worry that monetary policy generally has lost its potency,” acting NAB CEO Philip Chronican t...
READ MORE The proposed “phase one” US-China trade deal is looking shaky following a speech by President Donald Trump at the New York Economic Club. Trade...
READ MORE Faced with potential headwinds for traditional equity/bond portfolios, asset owners have been on the hunt for alternative, uncorrelated sources of ret...
READ MORE 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 and hold ca...
READ MORE September saw a sharp rotation to value on the back of a slight bump in US bond yields, driven by a change in sentiment towards the macro outlook. Thi...
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