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Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...

In October the whole firm was rounded up and marched over the road to the grand ballroom of the Wentworth Hotel to hear about the launch of the new US Technology Fund....

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...

Are you the hunter? Or the hunted? Never thought about it like that when it comes to investing? Well then you are the hunted. The hunter is patient. Very patient....

All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style. If we look at any...

The US stock market is on its longest bull-run in history. It began on 9 March 2009 and, so far, has lasted nine years, five months and 13 days. As of today, it beats...

In many countries around the world, July is a month of temporary migration among the populace. On the one hand, offices are quieter, and the roads less congested. On...

In late May, people in Europe were blocked from US news sites such as the Los Angeles Times. Others couldn’t turn on connected lights with mobiles unless they agreed...

September 27th, 1983. What comes to mind? What if I include the quote from Bob Hawke? “Any boss who sacks a worker for not turning up today is a bum”. If you are over...

Although much of the focus remains on the February market activity, a tipping point between unemployment and inflation in the US approaches and so inflation remains a...

Last week, the White House announced tariffs on imported steel and aluminum of 25% and 10% respectively – a move that sparked global indignation and threats of a trade...

The prospect of a trade war has become more significant again. While China may fare worse than the US in this scenario, there are some broader implications that could...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

Local market bounced back on positive US and China economic data. The local business capex outlook data was positive but the weak consumer sentiment shows that one has...

As usual with a big fall you can analyse the overnight news and debate whether the drop is warranted, but when it comes to a free market that rides on sentiment the...

US ten-year bond yields have fallen approximately 25bp since March and are at around 2.1%. Australian government bond yields have likewise fallen by around 60bp to...