Kate Howitt

Too big to behave badly

It’s difficult to imagine the landscape without them - indeed history has shown that they’re too big to fail. However, revelations from the Banking Royal Commission have certainly taken a toll on how we perceive our major banks. So as investors, how should we be looking at banks moving forward?

10 April 2019 | Kate Howitt
Australian equities panel discussion: Part 6 - Whatever gets you through the night

Australian equities panel discussion: Part 6 - Whatever gets you through the night

Trade wars, debt, liquidity - there’s a lot to keep investors up at night. In the final of the series, Kate and James discuss where they’re being mindful and the importance of additional checks and balances.

29 August 2018 | James Abela, Kate Howitt
Australian Equities panel discussion: Part 5 - Banks: the ultimate market chameleon

Australian Equities panel discussion: Part 5 - Banks: the ultimate market chameleon

The Royal Commission has revealed a darker side to our banking system but as investors we’ve benefited from healthy returns and generous dividends. So how should we be looking at banks today?

23 August 2018 | Kate Howitt
Australian equities panel discussion: Part 4 - when to hold them...

Australian equities panel discussion: Part 4 - when to hold them...

Nothing stays the same - so how do you stay confident when things change? Kate and James discuss the importance of really understanding your thesis and the merits of flexible conviction.

14 August 2018 | James Abela, Kate Howitt
Australian equities panel discussion: Part 3 - Commodities to  invest or not to  invest

Australian equities panel discussion: Part 3 - Commodities to invest or not to invest

Kate Howitt and James Abela discuss the importance of knowing where companies sit on the cost curve, all weather holdings and what's driving demand.

08 August 2018 | James Abela, Kate Howitt
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