With great growth prospects and a share price increase of 272% over the past 12 months, a2 Milk Company (A2M) shareholders won’t be crying over spilt milk any time soon. Below, we outline some of the reasons why a2 Milk remains one of our highest conviction stock picks. Show More
The term "volatility” has become a euphemism. What people mean when they say, “markets have experienced some volatility” is that markets have gone down. You never hear a financial commentator bang on about those pesky volatile stocks that are up every single day and breaking new highs. Show More
The simplicity of set-and-forget investment approaches is that once established, you don’t need to worry about them too much. Set…and…forget. It’s simple and it rhymes! Now, you will need to determine things like rebalancing and reinvestment policies but month-to-month, day-to-day and minute-to-minute, there’s a reasonable chance of achieving your return... Show More
After a favorable “risk on” year that brought numerous new highs to many stock market indices worldwide without significant drawdowns, investors have perhaps become lulled into a state of complacency and security around their investment portfolio allocations. Show More
As the widespread adoption of electric cars gradually becomes reality, battery power is brightening the outlook for some commodities. This emerging theme appears set to drive increased demand for a surprisingly broad array of commodities – some with very little historical industrial demand, and others with a long history of... Show More
Why have physical investment rates in the developed world been so meagre, despite extraordinary monetary policy, zero interest rates, high profitability and rising asset prices? Show More
The shape and value of capital is changing. Technological advancements now allow consumers to access markets more cheaply in pursuit of products and services which better serve their needs. This shift from homogeneous to personalised, high quality and competitively priced products and services has begun to transform the production side... Show More