technology

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

Many investors may have been forewarned that the most expensive words in the English language are: “it’s different this time.” But with respect to the challenges posed...

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...

The coronavirus has pulled the plug on many proposed initial public offers (IPOs), with the Australian Securities Exchange’s ‘upcoming listings’ feed looking decidedly...

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

Also available on iTunes or Spotify. Alexander Portz (LinkedIn) began his career investing in technology for UK funds management giant Neptune, before joining...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Who would have thought the world could materially operate under shelter in place conditions with millions if not billions of employees working from home (WFH)?Remote...

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...

The global economy has suffered a fierce blow as the COVID-19 pandemic has spared few – if any – regions and industries. Equity markets have followed suit as the hit...

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...

Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the challenges the coronavirus is posing to Australian companies and investors, and how...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...

COVID-19 will have a very significant impact on economies, markets and people’s lives. Unfortunately, this is our starting point. While the virus will have a very...

SiteMinder is the global market leader in hotel guest acquisition software. The business has over 36,000 subscription customers in more than 100 countries, and a year...

The Human Resource (HR) department was invented over a century ago as industrialisation took place and organisations grew larger. The current popular term for this...

2019 was an eventful and fruitful year for equity investors, with the MSCI World Index delivering a massive 25% return. It was the strongest calendar year for equities...