technology

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...

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...

Like many local technology trailblazers before it, Catapult (CAT) has endured a turbulent first 5 years as a listed company on the ASX. One only has to view its...

The Nobel Prize in Medicine 2019 was awarded to three men for “their discoveries of how cells sense and adapt to oxygen availability”. The Nobel Prize in Medicine 2018...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

Credit Suisse believes global growth will be a sluggish 2.5% in 2020 with a mild recovery in industrial production. A de-escalation of the trade war should lead to a...

It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering...

There’s no doubt growth is much harder to come by these days. While Australia, along with the rest of the world, is experiencing some growth, it’s not the strong...

As investors, we typically focus on growth in financial terms. Another consideration is our positive impact on the wider community, which is shown by the good news...

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...