Familiar voices are alarmed

Wednesday, 18 July 2018

The IMF, Bridgewater and Warren Buffett all have something to say about asset prices in technology, real estate and listed equities at the moment. Perhaps we should listen.

‘Proof’ that active beats passive

Tuesday, 10 July 2018
Based on the recent actions of regulators, we should expect index products available to super funds to show clear outperformance of active equivalents – but the reverse is true.

A stock portfolio for the new financial year

Tuesday, 26 June 2018
As we enter 2018-19, earnings and dividend forecasts point to an allocation surprisingly heavy in Financials – with a caveat. Ron Bewley explains.

With the highest conviction

Monday, 25 June 2018
Intermede Investment Partners shares its philosophy behind long-term outperformance with a portfolio of just 40 growth companies. It’s strategy according to GARP.

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