news and observations

03 Apr 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

Artificial intelligence - a generation-shaping thematic

OBSERVATIONS | NOVEMBER 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

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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17 Jul 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 market.

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09 May 2018

Special report | Federal Budget 2018

We provide a summary of the key announcements from the Budget from the perspective of investors and discuss what this could mean for markets.

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20 Mar 2018

Special report | Investing in an AI future

We recently invited a group of leading venture capital investors to provide their views on various technology themes and how they are likely to impact the world in which we live.

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