Ideas

The Case For And Against Hotel Brands

The internet is upending many consumer-facing business models and brands. The hotel industry is no exception. With COVID-19 also having a profound impact on the travel industry, we question, are hotel brands at risk?

Research

A New Take on the Earnings-Surprise Strategy

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

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

Investment Management

The Global Gaming Industry Takes Centre Stage

It is estimated that there are currently 2.6 billion gamers across the globe, a roughly twofold increase in just five years. With US$135 billion in annual revenue in 2019, the size of the global video game industry is now larger than global film and music combined.

Research

Australia in Transition: Mapping Post COVID Intentions

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

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

Research

Five Reasons for the Trend Towards Multipolarity

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. Morgan Stanley Research identifies key sector trends and implications.

Research

Where are House Prices Headed?

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