Disruption Evolved

Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?

IDEAS

Ideas

The Case For And Against Hotel Brands

Sep 18, 2020

Are changing consumer preferences for unique experiences devaluing traditional hotel brands?

Research

A New Take on the Earnings-Surprise Strategy

Sep 11, 2020

Amid the global pandemic, guidance on earnings has become more unpredictable than ever, but investors who focus on high-quality factors could uncover long-term winners.

Ideas

The Secular Bull Market

Sep 03, 2020

The US may be in the middle of what could be a 20-year secular bull market for equities that began in 2011.

Research

Consumers Send Strong Signal on Electronics Sustainability

Aug 28, 2020

A growing share of consumers are turning to trade-in programs, recycling and refurbished devices to cut down on e-waste. Manufacturers with trade-in programs may win them over.

Investment Management

The Global Gaming Industry Takes Centre Stage

Aug 26, 2020

Video gaming is now arguably on its way to becoming the world’s new favourite pastime, creating a new realm of virtual property, currency and entertainment.

Research

Australia in Transition: Mapping Post COVID Intentions

Aug 12, 2020

Our proprietary AlphaWise survey of 1,530 households shows that whilst broad intentions signal an ultimate recovery anticipated by consumers, underlying financial stress is real and caution weighs on the outlook of many.

Research

Space: Investing in the Final Frontier

Aug 07, 2020

Will declining launch costs, advances in technology and rising public-sector interest position space exploration as the next trillion-dollar industry?

Research

How “Work From Home” May Work for Investors

Jul 31, 2020

Working from home began as a short-term response to COVID-19, but the trend will likely endure, with societal, business and market implications.

Research

Five Reasons for the Trend Towards Multipolarity

Jul 17, 2020

The US & China aren't decoupling, but are disassociating in key economic areas, with Europe facing a difficult balancing act. This accelerates the trend towards a multipolar world.

Research

Where are House Prices Headed?

Jul 13, 2020

Weakness in the Australian housing market is expected to persist in the near-term, as demand weighs.

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