Latest Articles

The Housing Correction We Have to Have

Wednesday, October 3rd, 2018
Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could impact the performance of investment markets in 2019. The first is the tariff...Click to view

The new BHP emerges from the failed US shale adventure

Thursday, September 27th, 2018
For ASX investors, BHP Billiton shares have emerged as a frontline exposure to the US-China trade conflict, which explains the recent retracement below $31 after the earlier April-June rally priced in the benefits of divesting the non-core US shale assets....Click to view

Don’t fear growth – stay with it

Thursday, September 20th, 2018
Last week Warren Buffett gave an interview where he reiterated his firm belief in the US economy, which justifies Berkshire Hathaway’s investment focus on quality US companies. In doing so, he emphasised the long-term investment horizon, bemoaned the focus on...Click to view

Webjet taking off

Thursday, September 20th, 2018
Webjet (WEB) is Australia’s leading online travel agent, through its website It is also the second largest player globally in hotel room procurement, with hotel room inventory provided to bricks and mortar and online travel agents. Both of these businesses are...Click to view

The Return of the Confederate President

Thursday, September 6th, 2018
Few global leaders in recent times have created the controversy and sparked the sustained worldwide media attention as US President Donald John Trump. The influence of ‘Tweets, Tariffs and Trade Wars’ has been an enduring source of global and geopolitical...Click to view

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