Does China’s Property Market Present Grand Risks?

October 2021 Newsletter | CPD NOW AVAILABLE | In this newsletter we analyse two topics. First, we consider the potential implications for the Australian and global economies associated with the possible collapse of Evergrande, China's second largest ... Read more

Fund Factsheet – August 2021

September 2021 Newsletter | The Fund Factsheet for August 2021 can be found here. ... Read more

Fund Factsheet – July 2021

August 2021 Newsletter | The Fund Factsheet for July 2021 can be found here. ... Read more

Adopting A Private Investment Mindset To Listed Markets

July 2021 Newsletter | CPD NOW AVAILABLE | In this newsletter we discuss our approach to adopting a private investment mindset to listed markets. We reflect on the pitfalls of liquidity and frequent pricing, the random walk of markets, the role of ... Read more

Fund Factsheet – May 2021

June 2021 Newsletter | The Fund Factsheet for May 2021 can be found here.  ... Read more

Fund Factsheet – April 2021

May 2021 Newsletter | With the move to a more comprehensive quarterly newsletter, in the interim months we will produce a monthly Fund Factsheet. The Fund Factsheet for April 2021 can be found here. ... Read more

Unexpected Outcomes From COVID-19

April 2021 Newsletter | CPD NOW AVAILABLE | Twelve months ago, COVID-19 was wreaking havoc on people’s lives, financial markets and the economy. Significant uncertainty weighed on markets, with key questions around the probability of a vaccine, the ... Read more