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16 June 2020 • By James Kinghorn • 1 min read
When economies around the world perform well it’s relatively easy for companies to look after the interests of stakeholders, as has been the case in...
READ MORE As lockdown restrictions across Australia start to ease, there remain crucial questions about the possibility of a second wave of infection, what shap...
READ MORE I’ve previously made the case for HJPN being a great cyclical exposure, given its exporter tilt, leverage to the global business cycle and currency ...
READ MORE When bitcoin started in 2009, it was touted as the currency of the future, where in a decade no one would be using traditional fiat currencies like th...
READ MORE Understanding what it isn’t is just as important as understanding what it is. I’ve been working in the financial services space for close to 3...
READ MORE As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about the...
READ MORE While much of the market has been focused on the short-term impacts of COVID-19 on the economy and share prices, attention is now turning to some of t...
READ MORE There are stark differences between the current downturn and the 2008 global recession. But the resilience of the payments industry has been tested by...
READ MORE After years of being out of favour, the recent market sell-off is providing strong opportunities for active value investors. Over the past five yea...
READ MORE Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies, it is doubly so. ...
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