trade war

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

A two-pronged tweet from President Trump over the weekend threatening to increase tariffs on Chinese imports has shattered the relative calm currently being enjoyed by...

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. At Montaka, we believe there are five major forces that will...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from...

I distinctly remember one investor telling me how lonely he felt undertaking the task of running his super. Alone with lots of information and no one to speak with or...

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...

2018 has proven to be a tumultuous year for the Australian equity market. Key themes driving the market’s decline and heightened volatility have included the increase...

Two of the world’s largest economies are going head-to-head and investors are fretting. Will the United States and China make a deal? Will tensions ensue and tariffs...