• August 25, 2017

So you’ve sold Telstra… now what? Party like it’s 1999?

By Robert Swift Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies...
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  • July 21, 2017

Macy’s – Is being early is the same as being wrong?

By Robert Swift Contrarian investing is a great approach providing you don’t forget that other investors are selling the stock because they think th...
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  • July 12, 2017

Improving Smart Beta strategies

By Roger McIntosh Smart beta investing, or rules-driven active investing, has gained widespread popularity and usage, particularly amongst investors l...
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  • July 12, 2017

How much risk is there in my passive strategy?

By Robert Swift Passive investment strategies, where investors simply invest in a fund that tracks a standard index like the S&P/ASX 200, have bec...
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  • March 28, 2017

Undiscovered Japan – robots, demography and a ‘virtual world’ for seniors

By Robert Swift This piece is on Japan. It covers Japanese demography, a much misunderstood influence on GDP, robotics, a labour saving device or a th...
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  • February 10, 2017

Macy’s – a real target for acquisition?

By Karl Hunt, Portfolio Manager Macy’s, the US department store retailer, is a relatively recent purchase for the High Conviction Strategy.  Tr...
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