Check out our key takeaways from Amazon’s Innovation Day, plus catch up on other notable things that happened around the world this week, and what it all means for you and your investments. Show More
Allergan (NYSE: AGN) is a specialty pharmaceutical company operating in the research, development and manufacture of pharmaceutical products. The company offers a portfolio of products that provide treatment for the central nervous system, gastroenterology, women's health and urology, ophthalmology, neurosciences, medical aesthetics, dermatology, plastic surgery, liver disease, inflammation, metabolic syndromes,... Show More
It is difficult to consider Australia’s economic future without considering the extraordinary technological change that is impacting industries, the economy, indeed society itself, at an accelerating pace and in ways that are hard to foresee. As a high cost, low productivity nation, our goal must be to harness innovation, as... Show More
In the first "40 under 40" podcast series , I sit down with Robert Shand , Age 35, who is Managing Director of Blue Sky Alternative Investments Limited. Show More
Recent developments – including the rise of populism, developments in the South China Sea and around commodity prices along with relentless technological innovation – have relevance for longer term trends likely to affect investors. Being aware of such megatrends is critical given the short-term noise that surrounds markets. Key megatrends... Show More
Nouriel Roubini sees pain ahead for the global economy and markets, with a slowdown or recession being the possible outcomes in 2016. “I would rule out the recession scenario because that would require a collapse of China, a collapse of emerging markets, and a stall of growth in the US,... Show More
Denver Based Marsico Capital Management’s top performing Global Equity Fund is now available to Australian sophisticated investors. Tom Marsico, the veteran consumer, tech and healthcare portfolio manager runs the strategy and typically invests in innovative growth franchises that exhibit above-trend growth, strong returns on capital that are gaining market share... Show More
Regardless of Macro environment, Marsico Capital are particularly focused on franchises that could be characterized as “disrupters”. These include companies that exhibit a business model potent enough to redistribute the revenue or profit pool of an existing industry to themselves, even as other participants struggle with the classic innovator’s dilemma... Show More
Aussie market started with a big move up in line with US sentiment before Resource sector lead profit taking ate up all the outperformance. Bank sector to benefit from dividends flowing back while gold sector looks interesting as the market gets over US rate rise risk and AUDUSD holds up... Show More
Satyajit Das, author of “A Banquet of Consequences” argues that innovation is slowing and todays startups in the computing and technology spaces are delivering disappointingly small changes when compared with the step-changes of former eras. “Between 1960 and 1990 when the initial phase of computing went through and particularly in... Show More
The 20 smartest cities on the planet. The IESE Business School in Spain has released its Annual Cities in Motion Index which ranks the worlds smartest cities based upon levels of innovation, sustainability and quality of life. To establish the ranking, researchers studied 135 cities across 55 countries, and based... Show More
Westpac has launched a new venture capital fund targeting financial technology start ups. The venture will look to make between 12 and 20 investments and has up to $50million to invest. It has already made its first investment with a peer-peer lending business. Essentially a platform that allows borrowers and... Show More
