The Australian: ‘Old economy’ stocks don’t fit Hyperion Asset Management style August 31, 2018 Hyperion Asset Management is very much “bottom-up” in its approach to stock picking. But chief investment officer Mark Arnold says the macroeconomic [...] Read more
Livewire: Fasten your seatbelts, headwinds ahead for the global economy August 30, 2018 If you are among the many Australians paying a mortgage, lower for longer probably sounds like good news when it comes to [...] Read more
Cuffelinks: Five structural headwinds hitting the global economy August 29, 2018 The bad news is that low interest rates, low inflation and low economic growth are likely to be our global economic reality [...] Read more
The difficult quest for long-term alpha after fees August 10, 2018 Experience and academic research indicate that it is difficult for even the most skilful fund managers to produce net (after fees) alpha [...] Read more
