The recent bad news about Kraft Heinz should not come as a surprise. Look out for the bad news to continue from the US consumer titans. Show More
Returning from the Berkshire Hathaway AGM, Nathan Bell and the team from Peters MacGregor, took the opportunity to take the pulse of the US markets. Reporting on their findings, in this short interview he tells us that the expensive defensives, such as McDonalds, are we he sees the biggest risks.... Show More
New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More
Will the great American equity rally soon begin to stall? The US share market has staged a remarkable rally since it hit lows in 2009, but with the American economy now adding jobs at a stunning pace, a normalisation of interest rates has become inevitable. We believe that normalisation of... Show More
There are three big, under-valued global stocks that we like at the moment. Australian investors should be seeking exposure to international shares to diversify away from the weakening $A and economy, and away from the big resource and bank stocks that dominate the market. But they should avoid buying markets... Show More