news and observations

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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Can an eye to ESG enhance long-term portfolio performance?

OBSERVATIONS | MARCH 2018

Finding value in a maturing cycle

AROUND THE TABLE | MARCH 2018

12 Feb 2018

Special report | Search for comfort following Wall St volatility

Economic data, or certainty that inflation is not rising as much as feared may bring some stability to an unnerved market, Scott Haslem tells Sky News Business.

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09 Feb 2018

Special report | Panic brings buying opportunities

Volatility is at its highest level in five years, and the VIX index has spiked to twice the highest level it recorded in the past 12 months. Against a backdrop of panic, we discuss why this can lead to buying opportunities.

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