Corona No Virus for Global Stocks
17 Feb 2020
As Chinese workers slowly make their way back to factories and offices across the country, global stockmarkets are...
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Why Some CEOs Hope the Brexit Saga Never Ends
01 Nov 2019
"I don’t know what else to tell you. Clients are spending. The business is growing. I’m not seeing any impact from...
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Beware “Cheap” Debt in a Deflationary World
04 Oct 2019
Our roadshow around Australia took place in July and August. If you couldn’t make it, a recording of the event is...
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Ausnutria Milks the Goat in China
19 Jul 2019
“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review...
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Two Stocks for a Low Interest Rate World
02 Jul 2019
Reserve Bank of Australia (RBA) Governor Phillip Lowe told a recent lunch gathering that “it’s a strange world”...
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Less Revenue, More Profit at iSelect
20 Mar 2019
Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...
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Inflation, not Recession, the Big Risk for Investors
31 Oct 2018
Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...
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Preparing for, not Predicting, the Housing Crash
12 Oct 2018
Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...
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European Air Traffic Still Ascending
31 Jul 2017
In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...
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Too late to invest in Europe’s recovery?
15 Jun 2017
In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value....
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Further thoughts on TPG
15 Jun 2017
Just a quick follow upon yesterday's post about change and churn at TPG. In a perfectly-competitive Adam...
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Blame Central Bankers for the Lack of Productivity Growth
06 Mar 2017
They get the blame for a lot these days. Asset bubbles, moral hazard, banking crises, deflation, inflation. It’s...
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