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What's New

  • I still haven't found what I'm looking for

    Article  | 26 July 2016

    Pablo Kohen, Senior Investment Analyst from the Global Infrastructure Securities team, recently undertook a trip to Canada and the US, where he attended conferences and met various management teams. He also immersed himself into railroad and pipeline trends, which he discusses in this travel diary, as well as the potential implications of a Trump presidency on these sectors.

  • The Great Transition - US Profitability

    Article  | 18 July 2016

    The Great Transition highlighted many of the pressures facing the modern day firm or corporation. These include the challenge of competition, greater information and the application of productivity enhancing technology.

  • How do innovation and disruption drive investment decisions?

    Article  | 14 July 2016

    Australia’s National Innovation and Science Agenda appears to have sharpened the focus on companies perceived to be ‘innovative’ in nature.