Expert Insights

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles explains to us in this short video why she disagrees and won’t invest in traditional retail at all. She nominates the... Show More

Mugunthan Siva

US based Global retail giant Walmart will buy a controlling stake of 77% in India’s largest e-commerce company Flipkart for US$16 billion, valuing the company at US$21 billion. This deal is the biggest in India’s e-commerce market and marks Walmart’s foray in the e-commerce space. Amazon and Walmart will now... Show More

Mugunthan Siva

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they unfold. We have identified several positive structural changes occurring in India that make it a very attractive opportunity for thematic investors. This long-term opportunity drives... Show More

James Maydew

Global listed real estate has been enjoying a favourable outlook, supported by historically-low interest rates and improving economic sentiment. Here are three themes that we’re expecting to perform particularly well during the year due to their exposure to long-term secular growth trends. Show More

Justin Braitling

In the space of 20 years, Amazon has become the most valuable retailer in the world, overtaking Walmart by market capitalisation. From humble beginnings in the 1990s as an online bookstore, Amazon has taken the consumer by storm and now offers everything from electronics to fresh food. Amazon is aggressively... Show More

AHAlife Holdings, Inc. (ASX: AHL) was founded in September 2010, in Manhattan, New York and provides a curated online marketplace ( that sells premium high-end home and design, accessories, and beauty products produced by independent designers and artisans. Since the development of its proprietary technology platform and subsequent commercial launch... Show More