thematic investing

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not...

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...

The delivery of education using technology (EdTech) has become a powerful investment theme, amplified by the lockdowns caused by Covid-19. Remote learning is not only...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today’s investor can choose...

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...