NEWS
Trends in Renewable Energy and some thoughts on climate change
The range of investment opportunities in renewables is increasing and perhaps counter intuitively is most apparent in the USA, and obviously, Canada. This is capitalism in action since the cost benefits of renewables are now comparable to...
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Coronavirus - Worse than you think, but not necessarily bad for stocks
The 2020 Coronavirus has become a cultural meme, like Kony 2012 or bitcoin in 2018. I'd guess most people on the planet have talked about it in the last 24 hours. The doctor line seems to be that it's not that bad... more people die from...
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Retirement Income Review Submission
The importance of new risk management techniques.
While minimising the risks associated with lifetime investment earnings for Australians is a proposition with wide support, the Australian financial services sector is founded on...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions
The riots in Hong Kong are more than a protest about a change in deportation rules. Grievances are more fundamental and likely to simmer for longer than expected. These events have allowed the USA to exert some pressure on China in the...
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On the Road Again Part 2 Germany Calling
The second article following a research trip to Europe and Hong Kong. Germany is the epitome of fiscal rectitude and prudence. It is however surrounded by rather troublesome neighbours with whom it does most of its commercial transactions....
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What drove Loftus Peak's +35% net-of-fees return for 2019
Loftus Peak has been named among the top performing global fund managers for 2019. We believe our
investment philosophy and process underpin the successful year and longer-term track record.
investment philosophy and process underpin the successful year and longer-term track record.
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On the Road Again Part I the UK
The first of 3 reports on a visit to the UK Germany and Hong Kong to assess investment opportunities. Whatever the outcome of prolonged Brexit negotiations, the UK like other European countries, needs an increase in fixed domestic...
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Managing Income Expectations in a Low Yield Environment
With negative yielding bonds peaking at more than US$17 trillion, Shan Kwee, Portfolio Manager - Credit at Janus Henderson Investors, discusses why fixed interest investors need to carefully weigh up the risks of preserving their levels of income.
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Water Infrastructure in China
Kevin Smith takes a look at the development of water management infrastructure in China and key listed company in the sector, plastic pipe manufacturer China Lesso Group Holdings Limited.
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