news and observations

Artificial intelligence - a generation-shaping thematic

OBSERVATIONS | NOVEMBER 2018

Weekly Market Update

19 Nov 2018

Weekly Market Update

12 Nov 2018

Weekly Market Update

05 Nov 2018

Can Australia weather a housing downturn?

CIO MONTHLY | NOVEMBER 2018

29 Oct 2018

Crestone posts strong FY18 growth and invests in client experience

The directors of Crestone are pleased to report annual results for FY18. The results reflect strong growth that has enabled the business to invest in a number of significant client-facing solutions.

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Trade war escalation - time to trim some risk

CIO MONTHLY | OCTOBER 2018

20 Sep 2018

Special report | Trade war escalation - time to trim some risk

This week US President Trump announced a second round of tariffs on USD 200 billion of imports from China. While we believe the global growth cycle still has further to run, we are choosing to trim some risk in light of recent developments.

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The challenges of investing later cycle

AROUND THE TABLE | SEPTEMBER 2018

Finding value in Australian markets

CIO MONTHLY | SEPTEMBER 2018

The pitfalls of market timing

OBSERVATIONS | AUGUST 2018

17 Jul 2018

Symposium | Staying focused on global opportunities

The current growth cycle is maturing. The outlook from here appears to be even more uncertain and volatile than we've experienced in recent years, with the likelihood that returns will also be more moderate.

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