Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Show More
NASDAQ:AAPL
Apple significantly reduced its guidance for the December quarter, blaming China and a few other factors for the shortfall. This is Apple's first negative pre-announcement in over a decade, since at least the launch of the iPhone. The announcement came after the US market closed and Apple's shares are trading... Show More
Catch up on this week’s top stories around volatile markets, Apple’s cash plan, and cryptocurrency meltdowns. Plus what it all means for you and your investments. Show More
What could Facebook’s new feed, Donald Trump’s tweets, and a cryptocurrency crackdown have to do with you and your investments? Show More
I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics from his biggest influences to the most impactful trends that are driving his investment strategy today. During my time... Show More
Some of the brightest economic and investment minds in the business debated the big macro-economic issues at our latest Crestone Investment Forum. Read on for insights from Jacob Mitchell, Brett Gillespie, Vimal Gor, Dr Phillipp Hofflin, Robert Mead, Dr Michael McCorry, and Stephen Halmarick. Some of the key takeaways are... Show More
Much has been written about the FAANGs - Facebook, Amazon, Apple, Netflix and Google (Alphabet). With a combined weighting of almost 5% in the MSCI World Index, and returns of 43.3% over the year they have largely driven US and global indices. Not so much has been said about the... Show More
Livewire recently interviewed Nick Griffin, Chief Investment Officer of Munro Partners, to ask him the criteria he uses to identify great growth companies, what the market has wrong at the moment, and how he goes about finding the next digital winners. Show More
“Technological innovation seems to be moving faster than ever, from driverless cars to robot lawyers to 3D-printed human organs. The not-so-good news is that we can see technological breakthroughs everywhere except in the productivity statistics.” Christine Lagarde, IMF (April 2017) Show More
Part two of the 2017 Future Generation Investment Forum has just concluded, with stock calls from anther six of Australia’s leading fund managers being discussed. As per part one, our notes on each of the stocks is below, as is the link to coverage of Part one. Show More
This infographic from Visual Capitalist breaks down how the biggest tech companies make their revenues. Facebook and Alphabet each make the vast majority of their revenues from advertising (97% and 88%, respectively), while Show More
Last week, Apple CEO Tim Cook told analysts that “India is moving fast. They are moving at a speed that I have not seen in any other country in the world.” Despite this and many other positive endorsements, investors often procrastinate and identify reasons not to invest in India’s growth.... Show More
The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More
