News and Observations

6 August 2019

Special report | Increasing our defensive positioning

Over the past week, developments in the US-China trade dispute have deteriorated materially.

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WHY RESPONSIBLE INVESTING CAN DRIVE LONG-TERM RETURNS

OBSERVATIONS | JUNE 2019

15 May 2019

Special report | Trade war re-escalation brings renewed volatility

In recent days trade talks between the US and China have broken down, increasing the risk of an all-out trade war developing between the two nations.

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3 April 2019

Special report | Federal Budget 2019-20

As the country prepares to go to the polls, what does the Federal Budget hold and what does it mean for investors?

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EMERGING MARKET CONSUMERS—A MEGATREND SHAPING THE WORLD

OBSERVATIONS | MARCH 2019

FEDERAL ELECTION 2019—PREPARING FOR CHANGE

OBSERVATIONS | MARCH 2019

HOW LONG CAN 'RISK ON' BE SUSTAINED?

AROUND THE TABLE | MARCH 2019

20 September 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.

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THE CHALLENGES OF INVESTING LATER CYCLE

AROUND THE TABLE | SEPTEMBER 2018

THE PITFALLS OF MARKET TIMING

OBSERVATIONS | AUGUST 2018

17 July 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...

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17 July 2018

Special report | US-China trade war escalates

Last week, the US Government announced plans to implement tariffs of 10% on a further $200 billion of China's exports to the US, with the extent of the move widely unexpected by analysts and the...

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