FANGs are no threat to Australian Banks (but here’s what you should worry about)

Facebook, Amazon, Netflix and Google (part of Alphabet) have changed the way we live, work, play and transact.

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Taking the Broader View

I get it – I’m an investor myself – and no matter the story a company tells today its financial statements will eventually act as its report card.

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The Great Consumer Revolution

We’re excited to have set a target launch date for the upcoming Lakehouse Global Growth Fund that we’re keen to share.

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Urbanisation: How the great migration is turbocharging wealth

Rural dwellers around the world are gravitating towards cities in waves that are shifting the ways we live, work, play, and spend — and the investing implications are vast.

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Investors brace yourself: pace of technological change much faster than you think

Amazon blew some minds this week with the announcement that it would hire 120,000 workers in the US to help it navigate the holiday season.

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