• August 8, 2018

USA China trade wars – who wins?

By Robert Swift In light of the aggressive and well publicised trade disputes between the USA and China, we thought it worthwhile providing commentary...
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  • July 31, 2018

This Tech stock is one to watch

By Kevin Smith Our view of a technology stock looks beyond the traditional sector classifications in equity markets.  Large companies that are typica...
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  • July 25, 2018

Tempted by Emerging Markets? Buyer beware, there are better opportunities

By Robert Swift We are going to briefly examine why diversifying into Emerging Markets is tempting, but potentially a mistake for Australian based inv...
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  • July 25, 2018

A Quarter-Century of Investing in China

By Kevin Smith A recent Barron’s article by Bradley Krom and Matt Wagner highlighted the complexity of accessing Chinese equities across the two sha...
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  • June 15, 2018

What do we mean by a Technology Stock?

By Robert Swift Last time we wrote about the ‘hidden’ technology in such seemingly mundane areas as car seats. We argued that paying a lot for ‘...
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  • June 15, 2018

What is the point of being ‘ESG compliant’? Or the ‘Famous 5’ story may run and run?

By Robert Swift This is a brief article and somewhat ‘geeky’.  It is not directly about the Hayne Royal Commission although will cite specific ex...
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