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 from an associate of ours with expert insight.  Stewart Paterson worked for many years in India, Hong Kong, and then Singapore as a macro-economic s...
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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 typically regarded as technology stocks like Facebook and Google have earnings that are driven by advertising revenue and have less intellectual property th...
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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 share classes domestically and five share classes internationally. Chinese Equities: Market Access, Equity Benchmarks & A-Shares The article prompted...
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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 ‘technology’ earnings made little sense when so much patented technology existed outside the technology sector, and at much cheaper valuations. Our v...
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US Equity specialist joins API team

“We are delighted to announce the addition of Jim Curtis to the API team. Jim brings over 20 years’ experience in North American equity investing and a USA long/short equity strategy which we will implement as a directly managed portfolio for Australian clients. Jim is based in the USA a...
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