Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
Macro Overview - June 2017
Australia’s economy and financial markets may be facing some headwinds as a global rebalancing is...
Europe's Road from Austerity to Prosperity
In our March 2017 quarterly macro overview, Andrew Clifford, CIO, recounted the causes and...
Determinants of Group Performance (Video)
What are the most important factors that determine effective team performance? Ben Darwin, an ex...
Cashing In, While Cash Is On Its Way Out
More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile...
Observations from a Recent Trip to China
In late March 2017, I visited China, meeting people from a wide range of different businesses and...
Opportunities Outside of the US (Video)
Global portfolio manager, Clay Smolinski, discusses the exuberance surrounding the US market and...
Rediscover Japan
Given the resoundingly negative and sometimes apocalyptic view of Japan held by a wide range of...
Macro Overview - March 2017
The global economic and political landscape continues to provide a multitude of challenges for...
What Platinum is Excited About in 2017 (Video)
Looking at the year ahead, where are opportunities emerging? And what should investors be looking...
Quarterly Update - December 2016 (Video)
Some insights on investment markets around the globe.
Toys, Mobile Phones & Soybeans
With Donald Trump officially inaugurated as the 45th President of the United States of America...
Infusing Machines with Intelligence – Part 3: The Ultimate Test of Human Intelligence
Having considered some of the exciting potentials of AI, let’s now examine some of the challenging..
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