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Analysis

Greg Kuhnert

05 February 2019 • By Greg Kuhnert & Wilfred Wee • 1 min read

5 investment themes for the Year of the Pig

Chinese New Year arrives on 5 February, leaving behind the Year of the Dog and ushering in the Year of the Pig. Portfolio managers Greg Kuhnert, Inves...

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Greg Kuhnert

Lucky number (twenty) 8?

As Australia reaches for its 28th year of uninterrupted economic growth – the longest on record among developed countries – the question on inve...

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Greg Kuhnert

Follow the bean counters

Why does it makes sense for finance departments to spearhead the digital transformation push? As the fourth industrial revolution rapidly becomes a...

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Greg Kuhnert

Looking for a compass in a storm

Few investors are looking forward to 2019.  The volatility that we have experienced in markets over the latter part of 2018 and the overwhelming sens...

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Greg Kuhnert

Steering equity portfolios through stormy style seas

As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors...

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Greg Kuhnert

Is the US technology industry being defanged?

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay “Competition is for Losers” that Silicon Valley would become the centre...

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Greg Kuhnert

Aussie banks are entering dangerous territory

Australian financial services institutions will be forced to operate in a very different environment once the royal commission hands down its final re...

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Greg Kuhnert

Housing cracks present material opportunities

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put  building mate...

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Greg Kuhnert

Is FASEA leading to an adviser exodus?

Does ASIC’s Financial Adviser Register back up claims of an adviser exodus following the establishment of the Financial Adviser Standards and Ethics...

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Greg Kuhnert

Crisis or no crisis?

Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case – a vali...

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