global equities

The message for 2019 that we should take away from the volatility of 2018 is that it is going to be a year of divided outcomes. In most years, there are always enough...

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows. The ‘late cycle’...

We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...

We are at an inflection point when it comes to the outlook for US monetary policy because three macroeconomic realities are colliding that could lead to a sudden...