Investment Theme

In the Wisconsin city of La Crosse in 2013, Eric Loomis, then in his early 30s, pleaded guilty to eluding police in a stolen car (while denying any role in a drive-by shooting involving the vehicle). The judge sentenced Loomis, who had a criminal record, to six years in jail,... Show More

5G is the next generation of mobile communications technology and has the potential to be a game changer – but what is it and how does it work? In this podcast, we talk with an expert in this field, Steve Collins, Chief Technology Officer at NetComm Wireless, to answer these... Show More

In the first part of this two part series, we looked at how Electric Vehicle battery prices can't be expected to fall forever. In part two, we look at the broader implications and opportunities produced by the growth in EVs, including the need for ongoing government support. Other than the... Show More

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in AUD terms. Weaker AUD boosted returns for investors with offshore unhedged investments. Many risk assets have now recovered the losses incurred during the fourth quarter... Show More

5G is basically a new era in telecommunications, which is focused on speed, and software. It's a way of unlocking the spectrum to enable greater speeds, greater capacity, and lower latency than anything we've seen before in the 3G and 4G cycles.Winners and losersAs part of our investment process, Munro... Show More

Last year, 81% of all 500 of the Fortune 500 CEOs interviewed, agreed that artificial intelligence (AI) is “extremely important” or “very important” to the future of their companies. A sharp increase from 54% the previous year. In recent years AI has become a buzzword that every industry seems to have... Show More

Leading global tutoring company Kip McGrath Education Centres Limited has recently opened a 'tutoring hub' in a Westfield centre for the first time. In this wire, we look at the evolution of shopping centres, and how it is benefitting businesses such as Kip McGrath and WOTSO Workspaces (owned by Blackwall... Show More

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be written off entirely. A lot has changed since then and here we provide an update plus a new surprise. 1) Australian house... Show More

Technology continues to be one of the strongest market sectors, but we are clearly at a point where software is a major market theme of its own, and, within that, the evolution of Software-as-a-Service (SaaS). This is software hosted remotely through the cloud, with the software vendor taking care of... Show More

It looks clear that 2019 will be a challenging year for the consumer. The daily headlines on falling house prices, declining car sales, tightening credit, election uncertainty and regulatory changes are having a reinforcing loop. As always, but particularly in such an environment, we’ve looked to tilt the portfolio away... Show More