Latest Articles

The evolution of mediocracy


Wednesday, March 28th, 2012
“It is not the strongest of the species, nor the most intelligent that survives. It is the one that is most adaptable to change.” – Charles. R. Darwin (1887) There is much in that observation by Charles Darwin that describes...Click to view

You cannot eat a Bond but you can eat an Apple


Wednesday, March 21st, 2012
On Tuesday 6 March the Reserve Bank of Australia (RBA) decided to keep interest rates steady in Australia. This decision suggested that in the view of the RBA, Australia’s interest rate settings were just about right given the underlying strength...Click to view

Solidly built for a strong future


Sunday, March 18th, 2012
The following article (featuring our analyst, Adrian Ezquerro) was published in the Sydney Morning Herald, Sunday, 18 March 2012. Written by Penny Pryor. Up in the Sunshine State is a company ripe with promise. Construction and infrastructure development company Seymour...Click to view

All the way with the USA


Wednesday, March 14th, 2012
Last week’s news on Greece has given investors a temporary and welcome sign of relief. The Greek default will be orderly and European Financial Stability Facility funds will be disbursed. Debt payments will be re-structured or swapped, now that private...Click to view

Bad time to cut the cord


Thursday, March 8th, 2012
The following article (featuring our CIO, John Abernethy) was published in The Herald, Thursday, 8 March 2012. TAXPAYERS have been left hundreds of millions out of pocket as a consequence of the Future Fund’s ill-timed sell-down of Telstra shares. And...Click to view

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