Deeper Thought

The chances of a nuclear apocalypse are allegedly higher now than during the Cold War – but from a financial perspective, investors should “largely ignore existential risk.” A note from Canada-based BCA Research warns that the world now faces a ten per cent chance of a nuclear war – but that the prospect of nuclear…

As expectations for public market returns sour, much attention is being focused on the yield to be found in private equity. It’s still fairly inaccessible for the average investor. But investing in listed private equity – the managers themselves – can provide private equity returns with public market liquidity. To Barwon Investment Partners, private equity…

Managed futures and trend following strategies became highly popular following the Global Financial Crisis, with skilled manager able to harness the extreme levels of volatility to deliver strong returns. The idea is simple, buy assets that are going up, short assets that are going down. But the decade since has been an incredibly difficult period…

There goes International Women’s Day. In financial markets, many have highlighted notable woman who have made their way to a distinctive and influential status. This is undeniably helpful, though also is an indication one can only find a few women, while everyday the commentary is predominantly from men. One day is not a good benchmark,…

The reopening of borders to international travellers over last weekend was naturally cheered as a return to some level of normality. Tourism and hospitality operators (those who were able to hold on, that is) now stand to benefit from both a surge in customers and also the potential to attract new staff. Australia has been…