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Infrastructure28 September 2020
Bridging the gap
The recovery in equity markets, from the sudden and severe drop in March, has been remarkable but it has not been uniform.
International21 September 2020
The race to win in 2020
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowOne of the million-dollar questions these days is which company will first develop a COVID-19 vaccine and when is it going to be publicly available?
Vector Insights18 September 2020
A short history of Moats
by Brad Livingstone-Foggo, Head of Marketing - Australia
Read This NowThe role of moats has changed since they were first built centuries ago to protect townships. But in business, their role remains the same as their original purpose: protection.
International16 September 2020
A powerful takeover or a political move?
by Jamie Hannah, Deputy Head of Investments & Capital Markets
Read This NowThe business world this week was awash with news that NVIDIA is acquiring Arm Holdings (‘Arm’) for US$40 billion from Japan’s Softbank. This is extremely important news for the billions of people who use a smart phone.
Smart Beta10 September 2020
What do White Lady Funerals and Bunnings have in common?
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIt may sound like a joke but it is a serious question. Morningstar rates the owner of each business as a wide moat company. InvoCare, the holding company for White Lady Funerals, and Bunnings’ owner Wesfarmers, are both included in the Morningstar® Australia Dividend Yield Focus IndexTM.
Gold08 September 2020
Miners remain undervalued despite gold’s run
by Joe Foster, Portfolio Manager and Strategist
Read This NowGold reached another high in August; the Fed shifted its inflation target to exceed 2%. Notwithstanding their strong run, gold mining stocks are not overvalued.
Investing07 September 2020
Read This NowWhen you play the game of thrones you win or you die. There is no middle ground. Playing the game of money is not as dangerous but you still want to protect yourself. Like the Tullys you want to have a wide moat between your estate and any marauders who can take away your wealth.