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What Strava (the fitness app) can teach us about Sustainable Investing

Rachel Arbuckle, 24 Feb 2021

Today, investment analysts take for granted that the financial statements of listed companies provide a solid foundation on which to…

China – Economic Recovery and Iron Ore Prices

Greg Cassidy, 22 Feb 2021

China was the first country to experience the impact of COVID-19 and had the first economy to start to recover…

US Earnings Recap – a year ago vs now

Dr Deborah Lambie, 16 Feb 2021

This time a year ago, as companies were reporting their year-end earnings, the S&P 500 closed at USD $3.36 trillion1…

National Lampoon’s – Australian Vacation

Michael Higgins, 04 Dec 2020

While international travel looks to be off the cards well into 2021, the Clark Griswold cross country (drivable) vacation is…

A framework for investing in companies led by acquisition

Alexander Whight, 19 Nov 2020

Corporate history is littered with acquisitions gone wrong. But history also unearths companies that have consistently created significant value via…

AGMs & Quarterly Reporting Updates

Roland Houghton, 16 Nov 2020

The AGM and quarterly update season is upon us and given the near historic levels of uncertainty it couldn’t have…

As Panic Buying Slows, Will Supermarkets Keep Up?

Greg Cassidy, 28 Oct 2020

We all remember the chaotic scenes at supermarkets in March as shoppers rushed to stock up as the pandemic led…

All roads lead to Paris

Marissa Rossi, 22 Oct 2020

When it comes to sustainable investing, it can seem at times like there are three teams on the field. In…

Water utilities – dull as dishwater but dependable

Daniel Simmonds, 08 Oct 2020

It should be noted upfront that we will be discussing a water utility, which may sound as dull as dishwater…

Death, taxes …. & IPOs in hot markets

Michael Higgins, 01 Oct 2020

As getting a bus seat becomes more competitive, the trains more compact and sporting crowds less sparse, Australia is slowly…