Weekly Investing Report

Market corrections are a normal and welcome part of investing life

Thursday, November 1st, 2018
At times like now it’s easy to get caught up in the shock and emotion of suffering a sudden and significant decline in wealth from falling share prices. However it is normal for equity markets to experience two or even...Click to view

Stock In The Spotlight: Lycopodium

Thursday, November 1st, 2018
Global market turbulence this month is a timely reminder of the importance of capital positioning to risk management for investors and companies alike. Excess capital in the hands of a skilful allocator isn’t a waste of capability, rather it enables...Click to view

A significant month

Thursday, November 1st, 2018
October 2018 is significant for your writer. This week I celebrate my 60th birthday. Therefore, I feel entitled to take liberties in this week’s The View and reflect on some history. I hope that you can accept my indulgence. John Abernethy at 60...Click to view

Company Update: Appen

Thursday, October 25th, 2018
The most intriguing aspect of the recent August reporting season was the stellar returns of a small group of technology-related companies. In the month of August alone, this group returned an average of 37%. For the twelve months to 31...Click to view

Machine Learning Meets Health Care

Thursday, October 25th, 2018
Machine Learning (ML) has evolved from a fringe technology to something more mainstream that is on most investors or companies lips. It is easy to dismiss this as technology born out of Silicon Valley that has no real-world application. This...Click to view

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