Insights
You are what you mEAT!
Stephen Johnston, 20 Aug 2019
Throughout my investment career, it never ceases to amaze me how businesses can come from nowhere and, virtually overnight (slightly…
What’s your personal data really worth?
Michael Higgins, 09 Aug 2019
Just last week, a report by the ACCC (Australian Competition and Consumer Commission) was released to very little fanfare. The…
What’s the X Factor that produces business winners?
Felix Fok, 31 Jul 2019
WatchInterest rates; a race to the bottom?
Katlyn Parker, 23 Jul 2019
Central banks globally, most notably the US Federal Reserve (Fed) and the European Central Bank (ECB), are now proactively shifting…
What’s causing the rise in Aussie property companies?
Roland Houghton, 05 Jul 2019
The listed Australian property sector (AREITs) has had a very strong 12 months, returning 19.3% (including dividends) vs. the ASX…
Value is in the eye of the beholder
Stephanie Perrin, 21 May 2019
Tens of thousands of investors recently undertook the annual pilgrimage to Omaha, Nebraska to hear words of wisdom from Warren…
Unravelling the China-Australia coal trade mystery
Greg Cassidy, 01 May 2019
In February, press reports started to emerge of China restricting the importation of Australian coal. Ships loaded with Australian coal…
An update on Aussie house price declines
David Rigby, 24 Apr 2019
Since our last blog on Australian housing in December last year prices have continued to fall, but the pace of…