Australia's active ETF ecosystem has all the right ingredients. Yet there are still challenges to tackle before we can harvest the benefits. Key decision makers in the industry look at what it will take for active ETFs to win big.
2019 has been a mixed bag for investors in India. Tensions with Pakistan, a potential China/US trade war looming and uncertainty around the election has dampened investor sentiment. But macro risks aside., the size of the Indian economy and it’s rate of growth has put it on track to be a long-term winner.
Investing in quality management teams is one of the cornerstones of my strategy as I'm a firm believer that companies with good management teams typically deliver stronger long-term returns and have less variation in cash flows and earnings. Here I look at some examples where having the right people in charge has helped guide companies through some pretty challenging times.
Rich Pickings is two years old and what better way to celebrate than to take two of our original guests back to what they said about the world in June 2017. What have events since then done to change their views?
At the end of last year, markets were concerned about three things: trade war, government shutdown and over-zealous monetary policy. Since Christmas two of those worries have eased but trade tensions have intensified.