Throughout the pandemic, forced lockdowns and city-wide restrictions forced the transformation of digital technology, with demand to enable greater transparency, quicker speeds and higher efficiency sped-up by several years. According to a McKinsey report, the pandemic accelerated the digitisation of the customer and supply-chain interactions by three to four years. And one area that has…
“House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t seeking headlines, but rather being realistic in his latest piece. Having kept track of the entire cohort of mainstream economists for several years now, Joye continues to stand out as being the most…
Sustained strong performance has not caused complacency at global equity manager Munro Partners which this week announced the launch of a new ‘climate’ dedicated equity strategy. After successfully navigating the taper tantrum, Trump election and the pandemic, CIO Nick Griffin has identified what Munro believes is a $30 trillion opportunity and split its climate “area…
Australia’s longest-standing “responsible investment” manager, Australian Ethical, has launched a new High Conviction fund to complement its suite of existing actively-managed funds. Support for the Australian shares and emerging companies strategies has grown sixfold in just five years as Australians have become more ethically minded than ever before. From being just a point of conversation,…
The Link Administration Holdings Ltd (ASX: LNK) share price is on the move, after the company received a takeover proposal (Friday.) Currently, the Link share price is up 11.78% to $4.84. LNK share price What was announced? Private equity outfit The Carlyle Group has made a conditional non-binding offer to acquire 100% of the shares in Link. The proposal…
Few companies have dominated the popular zeitgeist like pay television streaming service Netflix. Similarly, few companies have been such a lightning for what is both good and bad about so-called growth stocks. According to market analysis, Netflix was the top performing stock in the S&P500 for the entirety of the 2010’s, delivering a return of…
