WHY U.S. INTEREST RATES MAY NOT RISE ANYTIME SOON…
Everybody knows US interest rates are set to rise. Just ask Janet Yellen, or any other member of the Board of Governors of the Federal Reserve System (the “Fed”). Just look at Fed Fund Futures which reflect market expectations for future interest rates. Indeed, it is difficult to find anyone who is not absolutely convinced […]
Be different but be sure you’re right
In this column, published in the Herald Sun, Andrew Macken discusses the drivers of headwinds that continue to challenge the producers of coal globally. Read here.
Five megatrends shaping new investment opportunities
Although Australia has a bustling economy, we sometimes forget it represents just two per cent of the global economy. This presents Australian investors with a challenge and an opportunity to identify and gain exposure to some of the largest structural global megatrends. Why consider megatrends when investing in stocks? Structural trends can provide a sustained […]
Making sense of the Hong Kong collapse
It was a tumultuous day on July 8th in Hong Kong. The 5.8 percent collapse in the Hang Seng Index marked the sharpest one-day fall in the equity index since 2008. Meanwhile, on the Chinese Mainland, the country’s casino-like stock market continued its roller-coaster ride. Chinese Mainland equities have lost more than US$3.5 trillion value […]