While the high inflation of the 1970s and early 1980s was bad for investment returns…

Introduction Infrastructure is seeing solid interest from investors. Not only does it offer relatively attractive…

Introduction Recent developments – including the rise of populism, developments in the South China Sea…

Introduction The past few weeks have been messy with Brexit, the Australian election, another terrorist…

Introduction This note takes a look at the implications of Australia’s Federal election. The Australian Federal…

Introduction In a shock for financial markets which had been increasingly confident that Britain would…

Introduction Recently I was asked where we are in the cycle of investor emotion between…

Introduction Since the global growth panic in January/February share markets and commodity prices have seen…