Trump lashes out at Amazon, stock markets suffer + Uber & Tesla’s fatal AV crashes. What does it all mean for investors? Show More
In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More
In this increasingly global society, major shifts overseas almost always end up impacting local investors and consumers. Whether it’s local media companies being disrupted by digital media, or local retailers being disrupted by Amazon, the message is clear; the world is shrinking, and country borders can’t protect profit margins any... Show More
The investment team takes a look into what makes US home builder NVR great. This company is the 4th largest home builder in the United States and focuses on first-time buyers on the East Coast. The success story of NVR really starts 25 years ago. Show More
This would have to be my chart of the week. The red line shows the proportion of countries (70 in this study) that are currently in a bull market: currently just over 50%. The chart appeared in the latest edition of the Weekly Macro Themes https://www.topdowncharts.com/single-post/2017/01/13/Weekly-Macro-Themes---13-January-2017 . So how do... Show More
The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More
In recent years, there has been an enormous shift towards passive investing and index funds, supported by academics, investment practitioners, financial advisors, and assorted pundits. While we don’t know if they’re right for you (speak to your financial advisor), are there any situations where managed funds may be a better... Show More
Michael Haddad, Senior Portfolio Manager and Nathan Bell, Head of Research provide an update on the how the Peters MacGregor portfolio performed, where it's headed and insights on stocks including: Precision CastParts, Fiat Chrysler, Ferrari, US and UK Banks. Click the image below to watch the video: For more insights... Show More