While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
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Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
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Hybrids: Have We Recovered Since February?
Back in February 2016, trading margins of ASX-listed hybrid securities widened significantly. As a result, there were a number of attractive...
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