5 ways to build investment portfolios amid growing inequality
Inequality creates winners and losers. And there are key steps that investors can take to be on the right side of these changes – to not only protect their portfolios from growing inequality, but also generate strong investment returns into the future.
Covid-19: accelerating our journey to inequality
Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.
Executing a Disruptive Vision
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.
Liquidity begets liquidity: CME Group
Derivatives exchanges are becoming increasingly important in global markets today. In this article, we examine factors contributing to CME group’s privileged position and whether it can be classified as a monopoly.
The stock Chris Demasi is quietly excited about
In this article for the AFR, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited about to where you can find a good VFM pasta in Sydney! Read on to know more.
Should we be concerned about antitrust regulations in China?
Chinese regulators hit the booming tech industry again this week with draft rules intended to curb monopolistic practices at China’s internet companies, sparking a $290 billion selloff across names like Alibaba, Tencent and Meituan.
CAC is the New Rent
Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.
Private Equity and Insurance Go Hand-in-Hand
Private equity firms are making long-term investments in legacy insurance books. What makes insurance, one of the oldest industries, fraught with regulation, so attractive to these smart investors?
Why investing is hard
As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value.
10-Bagger at 10-Times the Price
Discussing the lofty valuations of technology companies, and if the sector is truly overvalued in today’s times.
