Market Insights and Education & Resources
Resilience matters: 2 Minute Noodles spring back
August 17 2018
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Case studies: the role of currency in valuing EMs
August 14 2018
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
Sell the headlines, buy the story
August 10 2018
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.
Global research trip notes – finding upside in Lower Manhattan...
July 23 2018
Interested in real estate investment with a difference? Paul Gyenge shares his insights into a well-established company in the US that maximises the development...
Macro-driven stock opportunities in Chinese oil
July 18 2018
President Xi Jinping's crack down on corruption and malpractice has significantly effected large Chinese oil companies, with investment opportunities arising.
Income & Fixed Interest Australian Quarterly Update
July 11 2018
Our Income & Fixed Interest team looks at the changing domestic economic landscape and highlights the importance of ESG considerations when investing.