equifax

Latest news and analysis on equifax

Equifax – Why incentives are so important

In a famous speech on the psychology of human misjudgement, Charlie Munger, Vice-Chairman of Berkshire Hathaway, said ‘I think I’ve been in the top 5% of my age cohort...
Peters MacGregor Capital Management
Peters MacGregor Capital Management
Peters MacGregor Capital Management

Navigating industrials after the ‘Trump trade’

Since the day before the US Presidential Elections on 8 November 2016 until 31 March 2017, MSCI World Industrials has returned 12.8% in AUD-terms, outperforming MSCI...
Patrik Sjöblom
Patrik Sjöblom
Bell Asset Management
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