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Latest Stories

Janus Henderson’s Andy Acker explains why small and mid-cap biotechs have seriously underperformed, and why a strong recovery could be expected

Sep 14 2021

As equity markets continue to rise, investment managers scan the world for opportunity with an eye on inflation and the commencement of tapering by the US Federal Reserve

Jul 14 2021


While further trade decoupling between China and US/rest-of-world would hurt China the most, there’s no corporate or political appetite for the costs or disruption associated with severing trade with the world’s second largest economy

Jul 13 2021

US equities offer easier access to mega caps and secular megatrends that have boosted investment returns over the decade past. Shareplicity’s Danielle Ecuyer argues it’s still not too late to hop on board

Jul 07 2021


Previous Stories

Africa’s Pivotal Shift Towards Green Energy

Jul 01 2021

A handful of countries on the African continent have the potential to alleviate future shortages of minerals needed to drive green energy solutions, but investment, political, regulatory and infrastructure hurdles linger


Charting A New Course In The Shipping Industry

Jun 09 2021

As 2021 is exposing many of the flaws and fragilities of the global shipping industry, disruption seems but the logical response. However, reforming the industry is far easier said than done


Shrinking China Labour Force Has Global Impact

May 10 2021

China’s labour force is shrinking and the consequences will be global, predicts ANZ Bank


Winners And Losers In A Net Zero China

Apr 28 2021

Serial changes to China’s energy mix, needed to achieve its pledge of reaching peak emissions by 2030 and carbon neutrality by 2060, will create tectonic shifts in commodity markets


Artificial Intelligence & International Trade

Apr 27 2021

Dr Han-Wei Liu discusses the dilemma facing the World Trade Organization as AI-related trade conflicts come to the fore


China In Africa: Implications For Australia

Apr 23 2021

China is spending US$40bn a year in Africa. Longer term consequences can include Australia’s exports of iron ore


Companies Benefiting From Global Trend Towards Government Insolvency

Apr 21 2021

In search of a solution to ever-expanding debt-to-GDP ratios, Dr Roy van Keulen offers some food for thought, alongside a few ideas of companies likely to benefit


Sony And The “Financialization” Of Music Catalogues

Mar 30 2021

Curtis Cifuentes explains how Sony has cashed in on the revival of music industry revenues now streaming has reached a critical mass


Investment Strategies For A Global Recovery

Mar 29 2021

As the global economy swings from the recovery phase to expansion there are important policy and market implications for investors


The Case For Emerging Markets Investment Part II

Feb 24 2021

After emerging markets have weathered pandemic storms, equity and currency strategists chart a course for investors in a region considered a core holding by professionals



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