To wind up the year we decided to take a tongue-in-cheek look at the year that was. There were a number of predictions being widely thrown around by those in the industry to start the year, unfortunately many of them turned out to be unfounded. So, let's dive into...
Market Insight
Mobility Part 5: Why Now? The Revolution Ain’t Waiting For You
Over the past few weeks we have tried to elaborate upon what is turning out to be one of the most interesting and dynamic secular growth stories of the coming decades and perhaps century. And so, we would like to use this article as a conclusion of sorts, namely...
Adjusting to a Shifting World Order
Recent weeks have highlighted the rather uncomfortable and somewhat frosty relationship between our nation and our largest trading partner. Hence we thought it might be pertinent to revisit the topic, something we first elaborated upon in the infancy of the Trump...
Mobility Part 2: We’re gonna rock down to Electric Avenue
This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments...
What To Watch Headed Into 2021 (Hint: it’s not the election)
Sid Ruttala fleshes out a number of the points that Robert Swift has been talking about in his weekly Ausbiz appearances. Heading into the pointy end of the US presidential election, there is always heightened uncertainty in investment markets and (as much as we might...
10 Principles to Invest By
We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things...
2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook
Robert Swift takes a brief look at the year that was 2019 and casts his eye toward 2020. What should we expect to see and where might we find risk appropriate returns? Equity returns were strong in 2019 with major markets rising between 25 - 30% in US$ terms. This was...
5 Predictions For 2020
For the first newsletter of 2020 we put forward five key predictions for the calendar year ahead. Each of these will definitely impact the investing world and will have an effect on the Australian economy either directly or indirectly. It is always worth considering...
Two Steps Forward, One Back in Japan
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, addresses Japan in the wake of some of the negative news associated with the market. Japan forms an integral part of both the Asia Small Companies and Global High Conviction...
It’s Huawei or the Highway: Empire Building Chinese Style
We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have...
Market Musings: Does the Bond market make sense? Or is there something else at work…
Heading into the end of the financial year, one of the more interesting phenomena for us has been the upward correlations in both bonds and equities. Bond markets have been predicting a downturn in economic conditions while equities, especially given the performance...
Japan: Is Now the Time to Invest?
Japan: Is Now the Time to Invest? 21/9/2023 Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and...