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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...