07 December 2018

Long or 'Shorten' banks

by Arian Neiron, Managing Director

The revelations about the big banks’ misconduct that were uncovered by the Hayne Royal Commission have provided reasons enough to avoid bank shares, yet the final recommendations of Commissioner Hayne are still unknown. Additionally, polls indicate next year’s Federal election will be won by Labor, who have already announced policies that could impact banks. Surprisingly, despite these headwinds, banks have done better than the broader Australian equities market in 2018. How the banks will perform in 2019 is anyone’s guess. ETFs allow investors to position themselves for any possibility. Here we describe below the different ways investors can position themselves with ETFs for any outcome of the Royal Commission, the election and anything else that may come up in 2019.

22 November 2018

There are significant opportunities in China (if you know where to look)

by Arian Neiron, Managing Director

Here is the evidence for backing Chinese investments. 

08 November 2018

China's consumer revolution

by Arian Neiron, Managing Director

There has been much talk about the trade war between China and the US. While it has been said that in the US the consumer is king and the US consumer has been behind much of that nation’s growth, no such claims have been made about the Chinese consumer - yet.

While the US has around 330 million potential consumers, China has 4 times that many at almost 1.4 billion. China is an economy undergoing a profound transformation in which consumer-oriented sectors are gradually replacing heavy industry and low cost manufacturing as the country’s economic engines. As demographics shift, the Chinese consumer could be the economic defence in any ongoing trade dispute.