Two big reasons to go global
Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global focus.
How to spot genuine pricing power
A much less visible but even more powerful lever for the long-term investor comes in the form of pricing power.
The importance of saying “no”
Listen to Chief Investment Officer, Joe Magyer, appear on Livewire’s exclusive podcast series: “the rules of investing”
Surviving and thriving after the next Trump Tweet
Markets continue to obsess over the trade war. We remain focused on finding and backing businesses that we think have the potential to thrive no matter what Trump tweets next.
Network effects: when big gets very big very quickly
Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.
