As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastruct…

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everythi…

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector f…

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within …

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlin…

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus …

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with the founder of Modern Monetary Theory, Professor William Mitchell. In a wide ranging discussion we discuss what…

As a change of pace in our third season, we will be taking a slightly different track, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session, we are speaking with Dushko Bajic, of First Sentier. At Wattle we summarise investing quite simply, being I + G = R, or inc…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. Big data, cloud computing, artificial intelligence and automation. All are central to the digitisation trend but what do they have in common? They all r…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Dave Wanis of Longwave capital dives into the fast-evolving world of retail spending, shopping and experiences amid the digital revol…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Chris Joye of Coolabah Capital, seeks to take stock of the events of 2020 and where everything from interest rates to property prices…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now. This session, with Nick Griffin of Munro Partners, covers the emerging battleground in technology supremacy, high-performance computing, and semiconduct…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. This session, with Tobias Bucks and Simon Wood, co-managers of the Ausbil Global Small Cap Fund covers the incredible opportunities emerging in the cleaner …

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. This session, with Francyne Mu, Portfolio Manager of the award winning Franklin Global Growth Fund, covers the fast evolving e-commerce space. We cover ever…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. Our first session, with Henrik Andersson of Apollo Capital and Michael Armitage of Fundlab, covers the fast-growing and evolving cryptocurrency or digital a…

For season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal and technological themes occurring the global economy right now. Our first session, with Sunny Bangia of Antipodes Partners, covers the booming Asian Middle Class and the opportunities this is affording e-commerce, fintec…

The future is East – Why Asia will be the growth driver of the global economy If it was not clear before the pandemic, it is now; Asia is will be a key driver of the global economy for decades to come. Whether it is the booming middle class, including China and India, the resultant changes in consumption patterns or the continued urbanization the t…

With all attention focused on the ubiquitous FANGS, there is a rapidly expanding group of fast-growing companies seeking to disrupt the original disrupters. By and large these companies are nimble, technology-enabled and targeted huge and growing addressable audiences through user friendly concepts, products or services. Yet most of these faster gr…

Can credit replace lost dividends? 2020 has seen term deposit rates fall below 1% and dividend cuts hit the core sources of income of most investors. The lasting impacts of the pandemic means that the high yields of the past will likely take some time to return, whilst central bank policy suggests interest rates may not increase for several years. …

Despite leading all asset class returns over the last three years, gold bullion remains misunderstood and underappreciated as an investment. After reaching all-time highs in 2020, the precious metal is becoming more common in portfolios for its ability to hedge against volatility. With income starved investors potentially facing negative interest r…

Pandemics, money printing and property prices COVID-19 has once exposed to the frailties and inaccuracies of forecasting and long-term economic assumptions. Yet for regular readers of his column, Christopher Joye, of Coolabah Capital stands out as one of the few experts with a knack for understanding the quickly evolving conditions and how they wil…

The Digitisation Theme is just beginning..... Microsoft CEO Satya Nadella was quoted in the middle of the pandemic saying that “Microsoft has seen two years’ worth of digital transformation in just two months”. And this was only at the beginning. Whether COVID-19 changes our lives completely is yet to be seen, what we do know now though, is that th…

With global investors fixated on big technology companies or the fast-growing emerging markets, one of the most important parts of the global economy is being ignored; smaller companies. The pandemic has had far-reaching implications for business, with the success of emerging markets like China in combatting the virus seeing investors flock to thei…

The 30-year collapse in interest rates has delivered exceptional returns to investors as the value of their bonds has increased. Yet with money printing and Quantitative Easing (QE) occurring across the globe, experts are growing increasingly concerned about inflation in the years to come. As inflation increases, so do interest rates, potentially r…

With sharemarkets having recovered strongly from the March sell-off, breaching all-time highs, and traditional low risk assets like bonds and term deposits offering sub 1% returns, diversification has never been more important. Despite their popularity with industry super funds and other professional investors, private or ‘alternative’ investments …

The post-pandemic recovery has seen a ramping up of environmentally conscious Government policy and business practices. The ECBs lauded $750 billion Recovery Package has been explicitly tied to individual countries aligning with the EUs ‘Green Deal’ to promote more sustainable business practices. On the other hand, presidential hopeful Joe Biden ha…

Has COVID-19 changed the way we live and work forever? Many parts of our daily lives will change. Be it working from home more, reducing travel or changing the way we consume goods and spend our time. This will have far reaching implications for the economy, but particularly traditional infrastructure assets like airports and toll roads. Yet with c…