The days when Australia “rode on the sheep’s back” may be long gone, but agriculture remains a critical component of the economy, generating valuable export income. While overseas investors understand its importance, for most local institutions it’s still a bridge too far.
For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the market has spoken and it’s saying precisely this – valuations matter again.
En Vogue: Trendspotting and thematic investing
From Long-Term Thematic Trends to Short-Term Trend-Following Momentum
Trendspotting isn’t just about what’s en vogue. For investors, the duration of trends covers a wide spectrum – from multi-year (or multi-decade) secular themes, through to shorter-term trend-following strategies, which see
