Inside Network

Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,” writes Charles Dickens in “A Tale…

Benchmark-beating Stonehorn Global Partners, a specialist Asian equity team of ex-Macquarie personnel, has expanded its Australian team after a $300 million year. The team that gave up managing $4 billion in assets at Macquarie Equities to build their own business in 2019 have delivered exceptional returns in their Stonehorn Asia Equity All-Cap Fund, adding 18.6%,…

All that glitters, active vs. passive and why a closer look at infrastructure.

Just when you thought it was over. Coronavirus strikes again.

With July coming to a close, it’s time for reporting season – and this year, it’s not going to be pretty.

What we have learned from the Covid-19 crisis

Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?

The requirement to quarantine created the perfect conditions to push virtual meetings past the tipping point to general adoption. Are they here to stay?

Market risks appear more balanced, quality companies poised to win market share.