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The Investor Notebook
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- Blog
Bringing the West to the East
(15/11/24) Last Friday November 15, I had the great pleasure of being the special guest...
- Blog
Awakening The Dragon
(6/11/24) This week I attended a timely symposium, 'Awakening The Dragon', hosted by the Shenzhen...
- Video
PM Discussion (Mid Cap Fund) – October 2024
Recorded 24 October 2024....
- Video
PM Discussion (Emerging Companies Fund) – October 2024
Recorded 24 October 2024....
- Report
The Encyclical September Quarter 2024
The Encyclical September Quarter 2024...
- Blog
China Stimulus
Much has been said (and written about) the extraordinary events of last week involving the...
- Blog
Small Ords… 20yrs on
Opening the aperture on the growth of the S&P/ASX Small Ordinaries Index over the past...
- Blog
The Good, the Bad and the Ugly
I joined the Equities discussion panel at Live Wire Live on Tuesday this week at...
- Blog
Yield Curve normalisation
Not the whole curve, rather the closely watched 10 year-2 year section of the US...
- Blog
FY24 Reporting Season Observation
On the heels of a stronger than expected US June quarter results season, companies listed...
- Report
The Encyclical June Quarter 2024
The Encyclical June Quarter 2024...
- Video
PM discussion (Mid Cap Fund) – July 2024
EGG Mid Cap Fund...
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