MITCH outperformance shows the disparity in the growth outlook of the new economy versus the old economy. Innovation plans by the major parties will deliver improved market sentiment but the cut back in science industry funding and capacity reduction in NBN will slow down the growth of new entrants to... Show More
Slowing global growth and share economy models have fueled the online transition of substantial parts of the economy to deliver global reach, lower costs and lower prices. The maturity of the US Tech sector with US market risks will have global investors looking into the Australian Tech sector. MITCH outperformance... Show More
The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the Australian market for sectors where growth outlook is heavily aligned to change in technology and the speed in adapting to this change. Cyclical sectors in the MITCH universe carry a much higher risk with slowing global... Show More
Globalisation and slowing growth has fueled the online transition of the economies to deliver global reach, lower costs and lower prices. Australian companies continue to trade at a substantial discount to US counterparts despite offering unique, sustainable and world leading business models. The MITCH (Media, Information, Telecommunication, Consumer and Health)... Show More
Slowing global growth has fuelled the online transition of the economies to deliver global reach, lower costs and lower prices. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the Australian market for sectors where growth outlook is heavily aligned to change in technology and the... Show More
Slowing global growth continues to support the outperformance of the new economy over the old economy. MITCH stocks are expected to continue to outperform the market while MITCH small caps offer the best risk/return profile. The changes in domestic political leadership and reshuffling of the cabinet are seen as positive... Show More