Livewire: Corporate Travel Management set for double-digit growth
September 3, 2018
This time last year, we made a call on Corporate Travel Management (CTD). At the time, we believed the market was not valuing the [...]
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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 [...]
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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 [...]
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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 [...]
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Money Management: International equities, luxury goods and sticking to fundamentals
June 3, 2018
The bias of Australian financial advisers and their investors towards domestic equities is well documented. At the same time, it doesn’t follow [...]
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