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Analysis

Charlie Jamieson

24 September 2019 • By Charlie Jamieson • 1 min read

Ongoing trade war could push AUD below 60 cents – how could investors potentially profit from this?

This weekend’s announcements by President Donald Trump that the US/China trade war can last another year or more (beyond the November 2020 US presid...

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Charlie Jamieson

Where should you invest in a low rate environment?

Globally, the world seems to be entering a period of slower growth. Volatility has been driving weaker sentiment, and the repercussions of trade wars ...

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Charlie Jamieson

Bonds: The shifting investment landscape

A fixed-income investor today is in a truly excruciating position. Yields are at or near historic lows in the developed world, spreads are tighter ...

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Charlie Jamieson

How have bank stocks performed since the GFC?

Australian banks have been hit hard by the Hayne royal commission. But how have they performed over the longer term? I was inspired to answer this ...

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Charlie Jamieson

Investing in earnings leadership to futureproof a portfolio 

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”. If Master Yo...

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Charlie Jamieson

VCs think big in New Zealand

In the 120 years since the eggbeater was invented in New Zealand, our neighbours have shown they can compete in technology on a global level with its ...

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Charlie Jamieson

Defensive equity: Listed infrastructure vs property REITs

When most Australians think of defensive assets, they think cash or maybe fixed income. But there are other defensive alternatives that have offered h...

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Charlie Jamieson

Investing in the ‘real asset’ Australian dream

While we’ve all experienced the frustrations of road congestion, that queue at the supermarket or indeed the rising cost of life’s necessities, th...

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Charlie Jamieson

Can Walmart change the status quo of the US on guns?

That is the last line of Walmart CEO Doug McMillon's 3 September message to Walmart employees announcing changes to its policies on gun and ammunition...

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Charlie Jamieson

Do you know how your crypto token is regulated?

The rise of cryptocurrency has created new challenges for everyone from crypto token designers through to brokers and custodial service providers. The...

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