Investment Theme

In this increasingly global society, major shifts overseas almost always end up impacting local investors and consumers. Whether it’s local media companies being...

While we have a few months yet for the banks’ results, the resource sector has produced some of the more surprising numbers so far this reporting season. Rio Tinto’s...

Tim Samway, Managing Director at Hyperion Asset Management, says that a focus on macro themes has created a real opportunity in a number of high-quality companies....