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Human sacrifices, active management and the ‘most valuable company in the world’

Active managers have been “getting it in the teeth” since the GFC, but that’s about to change as the massive misallocation of capital unwinds. The most valuable companies in the world are trading at a multiple that doesn’t befit their status.

Lachlan Maddock | 3rd Mar 2023 | More
Market storm won’t change winners and losers

A storm has hit global equity markets. But investors should ignore the blood on the floor and focus instead on the big structural changes that will underpin earnings for decades to come. “The storm that’s hit Australian equity markets in the last couple of days is a storm we’ve been sitting in for the best…
Lachlan Maddock | 25th Jan 2022 | More
Winners and losers in the new great game

China’s regulatory crackdown is just one piece of the puzzle when it comes to investing in Asia. The real game is geopolitics – and in that area, things are heating up. “I think Asia will probably look better as we move into 2022. I think the remainder of 2021 is really about timing of entry;…
Lachlan Maddock | 1st Oct 2021 | More