Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks exposed to this thematic, including A2 Milk, which is on a high P/E but has an attractive growth runway, and Altium,... Show More
Numerous academic and industry research papers support the view that effective corporate governance has a significant impact on the performance of that company as an investment. So when we spoke with their Natalie Tam from Aberdeen Standard Investments, we asked her how she thinks about this issue. She told us:... Show More
Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019 election. So why is Aberdeen Standard Investments overweight financials in their small cap strategy? We sat down with Natalie Tam to find out. Capital... Show More
Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while these sort of challenges are uncontrollable, some companies are better placed to respond than others, and outlines two stock examples. In this short video Natalie... Show More
Last week, the White House announced tariffs on imported steel and aluminum of 25% and 10% respectively – a move that sparked global indignation and threats of a trade war. But tariffs are more common than you may imagine. Show More