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

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

Livewire News

Russ Koesterich, the Chief Investment Strategist at Blackrock says “the reason we’re not seeing a more convincing recovery lies largely with the consumer. While firmer wages and lower gasoline suggest that the consumer has the ability to spend, what consumers lack is the propensity to spend. Instead of spending, more... Show More

Livewire News

“The PIMCO research paper, “Carry and Trend in Lots of Places,” conducted empirical analysis from 1960 to 2014 covered twenty major markets, determined that sometimes old school market wisdom is just that: Wisdom. They showed that investors are successful when they “Don’t fight the trend” and “Don’t pay too much... Show More

Livewire News

Millennials are coming of age. Goldman Sachs takes a deep dive into the world of Millennials - those born during the years 1980-2000 just before they hit their prime spending years to give us all a view into the next big trends. Goldman analysts say One of the largest generations... Show More