Investment Theme
Jeremy Podger

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund manager as navigating a river which is constantly twisting and turning, sometimes calm and sometimes perilously turbulent. At times,... Show More

Mugunthan Siva

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 unfold. We have identified several positive structural changes occurring in India that make it a very attractive opportunity for thematic investors. This long-term opportunity drives... Show More

Nathan Bell

Investing in Australian residential property has been nothing short of a goldmine in recent years. Charlie Munger, Warren Buffett’s business partner, would call it a lollapalooza effect, where several forces, such as low interest rates, the rapid development of the Chinese economy and an influx of foreign buyers, have culminated... Show More

Jack Lowenstein

With Donald Trump confirmed as the Republican Party presidential candidate, and Hilary Clinton’s position as his Democrat rival all but sown up, investor attention will shift to the implications of the presidential campaign proper on US stock markets. In doing so we will try and look a little deeper than... Show More

Wilson Asset Management

Wilson Asset Management Chairman Geoff Wilson and Chief Investment Officer Chris Stott were interviewed by the Australian Financial Review this week for an article discussing investment trends we believe will impact investment returns over the coming year including: Australia’s fitness obsession; growing Chinese consumption; and Australian women having babies later... Show More

The Analysts at Goldman Sachs say “In the next ten years, the auto industry will undergo a profound transformation: the cars it builds, the companies that build them and the consumers who buy them will look significantly different. Technology will be leading this change, but it will be shaped by... Show More

A new paper that’s been released by Morgan Stanley “suggests that the greying population may reverse three long-term trends: 1) a decline in real (inflation-adjusted) interest rates, 2) a squeeze on real wages and 3) widening inequality. That is because those trends were driven by previous demographic shifts; first, the... Show More