steven-lewis-342-unsplash-v4

News & Vues

Ideas and insights for global investors
Clay Carter
Weekly Research Report – 19 August 2019

Global equities wrapped up their most volatile week this year with a..

Clay Carter
Weekly Research Report – 12 August 2019

What a week! An article from Bloomberg summaries the cycle we’re in:

“Powell..

Clay Carter
Weekly Research Report – 5 August 2019

It was not a good week for global equities although the weakness in the..

Clay Carter
Weekly Research Report – 29 July 2019

Another solid week for global equity markets. A weak Australian dollar..

Clay Carter
Weekly Research Report – 15 July 2019

U.S. stocks closed out a strong week with the S&P 500, Dow and Nasdaq all at..

Clay Carter
Weekly Research Report – 8 July 2019

Another good week for global equities. With U.S. President Donald Trump and..

Clay Carter
Clay Carter
Weekly Research Report – 1 July 2019

Markets were higher on Friday but for the week a bit of profit taking and a..

Clay Carter
Weekly Research Report – 24 June 2019

Global equity markets powered ahead last week as the U.S. Federal Reserve..

Clay Carter
Clay Carter
Weekly Research Report – 17 June 2019

A positive week for global equity markets. The S&P 500 Index traded higher..

Clay Carter
Weekly Research Report – 11 June 2019

Now you see them now you don’t. Those Mexican tariffs! U.S. stock indexes..

Clay Carter
Rise of the machines – 6 leading AI companies

The World Economic Forum’s recent report “The Future of Jobs 2018” estimate..

Clay Carter
Weekly Research Report – 3 June 2019

In a surprise move, President Trump announced on Friday that the U.S. will..

Clay Carter
Q1 2019 earnings updates

To date the majority of our Vue stocks have had good earnings reports with..

Clay Carter
Weekly Research Report – 27 May 2019

Economic tension between China and the U.S. is probably the new normal as..

Clay Carter
Weekly Research Report – 20 May 2019

Global equity markets were mixed for the week but considering we are now..

Clay Carter
Weekly Research Report – 13 May 2019

Well it had to happen eventually - a market correction! Markets encountered..

Clay Carter
Weekly Research Report – 6 May 2019

Global equity markets were mostly positive for the week. Japan and China..

Clay Carter
Weekly Research Report – 29 April 2019

Global equity markets were mostly higher in local currency. China’s CSI 300..

Clay Carter
4 companies benefiting from an ageing population

The world population is aging, with variations by country. By mid-century, ..

Clay Carter
Weekly Research Report – 22 April 2019

Another good week for global equities. Positive U.S. bank earnings, combined..

Clay Carter
4 banks showing strong potential

Overseas banks are at a positive inflection point, and the group is expected..

Clay Carter
Weekly Research Report – 15 April 2019

Global equity markets were mixed for the week, but U.S. markets ended the..

Clay Carter
Weekly Research Report – 8 April 2019

A huge week for global equities. Major indexes finished the week with..

Clay Carter
Weekly Research Report – 1 April 2019

Another generally positive week for global equity markets. The appreciating..

Clay Carter
Weekly Research Report – 25 March 2019

Well it was an eventful week in global equity markets. Reports emerged early..

Clay Carter
Three of our favourite tech stocks

There are few companies, sectors or industries that remain immune to the..

Clay Carter
Weekly Research Report – 18 March 2019

“History shows that time, not timing, is the key to investment success...

Clay Carter
Three companies at the forefront of the food economy

The Macrovue investment committee looks at three companies strongly..

Clay Carter
Weekly Research Report – 11 March 2019

Well it had to happen eventually. Global equity markets were down for the..

Clay Carter
Weekly Research Report – 4 March 2019

Another good week for most markets. China (CSI 300) was the big winner - up..

Clay Carter
Weekly Research Report – 25 February 2019

Markets finished higher for yet another week, with the AUD acting as a..

Clay Carter
Six social media companies for your portfolio

2018 was a tough year for social media companies. Two factors were at work:

Clay Carter
A beginners guide to international investing

Want to know more about investing in international markets, shares and..

Clay Carter
Weekly Research Report – 18 February 2019

The Dow Jones Industrial Average climbed 776.92 points, or 3.1%, to..

Clay Carter
Diversify dividends with these five companies

Macrovue’s Head of Investment Committee Clay Carter takes a look at five..

Clay Carter
Three of Warren Buffets biggest bets

Macrovue’s Head of Investment Committee Clay Carter runs his ruler over..

Clay Carter
Weekly Research Report – 11 February 2019

Corporate earnings are still supporting global equity markets. For the week,..

Clay Carter
Five Indian companies poised for growth

On its surface growth is appealing, bringing about a number of advantages..

Clay Carter
Three high quality shares for your portfolio

Clay Carter and the Macrovue investment committee look at three high quality..

Clay Carter
5 great entertainment stocks

A recent report by PwC states that to succeed in the future, global..

Clay Carter
Artificial intelligence – 5 companies leading the charge

Earlier this year the McKinsey Global Institute attempted to simulate the..

Clay Carter
Weekly Research Report – 10 December 2018

Another tough week for global markets. The silver-lining is a weaker AUD..

Clay Carter
Weekly Research Report – 26 November 2018

No joy in global markets last week in what was essentially a three-day week..

Clay Carter
Four tech companies shaping our future

Benedict Evans’ recent presentation ‘The end of the beginning’ provides a..

Clay Carter
Weekly Research Report – 19 November 2018

Several factors have been mentioned regarding last week’s pullback,..

Clay Carter
Weekly Research Report – 12 November 2018

Well the U.S. mid-term elections came and went. Outcome was as expected...

Clay Carter
Weekly Research Report – 5 November 2018

A few rays of sunshine last week. There’s nothing specific behind the global..

Clay Carter
Three global energy stocks showing potential

The oil price, as measured by West Texas Intermediate (W.T.I.), rose 42 % in..

Dev Sinha
Established technology companies continue to evolve

Technology companies, from the established through to the newer disruptors,..

Clay Carter
Weekly Research Report – 29 October 2018
  • Markets remain in correction mode in spite of excellent earnings from such..
Clay Carter
Growing pains for the electric vehicle industry?

The global electric and autonomous vehicle industry appears to be tale of..

Clay Carter
Weekly Research Report – 22 October 2018
  • Global markets put in a mixed performance last week. The S&P 500 managed to..
Clay Carter
The marijuana opportunity

One of the hottest areas in investing right now is the Marijuana space...

Dev Sinha
Is it time to diversify into global banks?

Australian investors have long favoured the domestic banks. Aussie banks,..

Clay Carter
Weekly Macrovue Research Report – 15 October 2018
  • Last Sunday, the Chinese Central Bank (PBOC) cut the reserve requirement..
Clay Carter
Weekly Macrovue Research Report – 8 October 2018
  • US 10-year Treasuries yield hit a 7-year high of 3.224% last week. The..
Clay Carter
Aging Asia – 3 companies looking to benefit

In its publication “Aging in Asia and the Pacific” the United Nations’..

Clay Carter
Weekly Macrovue Research Report – 2 October 2018
  • U.S. stocks and bond yields jumped at the start of the fourth quarter after..
Clay Carter
Weekly Macrovue Research Report – 3 September 2018
  • Global equities extend rally. Fifth straight month of gains for S&P 500 and..
Clay Carter
Weekly Macrovue Research Report – 27 August 2018

Trade wars, tariffs, Trump’s former associates convicted… Markets don’t seem..

Clay Carter
Luxury brands are back in fashion

Many of the developing countries in emerging markets, especially in Asia,..

Dev Sinha
High dividends - Three companies to consider

As investors will know, dividends are an important consideration when..

Clay Carter
Entertainment Investment Portfolio - Quarterly Review – July 2018

The Entertainment Vue has had a stellar year, generating a total return of..

Clay Carter
Big Oil Investment Vue - Quarterly Review July 2018

Over the past year (1 June 2017 to 31 May 2018) the Big Oil investment..

Dev Sinha
Bank On It Investment Portfolio - Quarterly Review June 2018

Year to date the Bank On It Vue has generated a total return of -2.09% (as..

Dev Sinha
Dev Sinha
Top 3 Gaming Shares - Portfolio Quarterly Review June 2018

The Gaming Vue has had a great year, notching up a total return of +21.06%..

Clay Carter
Top 3 Social Media Shares | Vue Quarterly Review

Social Media Vue is a concentrated share portfolio of high conviction..

Clay Carter
Top 3 International High-Dividend Shares | Vue Quarterly Review

The International High Dividend Vue is a concentrated share portfolio of..

Clay Carter
Why Understanding Risk and Return Will Make You a Better Investor

Equities have been on a tear since the market bottomed in March 2009 during..

Clay Carter
Best-performing Shares | Luxury Goods Vue Quarterly Review - May 2018

The Luxury Goods Vue is a concentrated share portfolio of high conviction..

Clay Carter
Top 3 Global High-Quality Shares - Vue Quarterly Review - May 2018

Macrovue’s High Quality Vue is a concentrated portfolio of ten high quality..

Clay Carter
Top 3 IoT Stocks - Internet of Things Vue Quarterly Revie - May 2018

The Internet of Things Vue is a share portfolio that comprises of ten global..

Clay Carter
Top 3 Agriculture Shares - Feed the World Vue Quarterly Review May 2018

The Feed the World Vue is a portfolio that includes companies which have..

Clay Carter
How To Invest In Artificial Intelligence | Top 10 AI Shares

Artificial Intelligence or “AI” generally refers to the ability of machines..

Clay Carter
Technology Shares To Buy - Have The “FANG” Stocks Still Got Bite?

This article was featured on The Australian on 21st April, written by..

Clay Carter
Investment Diversification - Why Going Global Means Growth

There is no doubt Australians are intrepid travellers. Last financial year..

Clay Carter
Car of the Future Quarterly Review April 2018

The Car of the Future Vue is a portfolio dedicated to investing in the..

Clay Carter
Global Entertainment Share Portfolio Quarterly Review - April 18

Our Entertainment Vue is a portfolio of shares that invests in the world’s..

Clay Carter
Investing in Artificial Intelligence, A Q&A With Clay

Artificial Intelligence (AI) evokes sci-fi fantasies of a world dominated by..

Clay Carter
Three cleantech stocks worth investing in

The Clean Technology Vue has generated a total return of +17.92% in the last..

Clay Carter
Big oil stocks are up

Over the past six months, stocks held in the Big Oil Vue have performed..

Clay Carter
The Macrovue Market View on Recent US Market Volatility

Equity markets sold off overnight as fears of a trade war finally came to a..

Clay Carter
Clay Carter
Three high performing social media stocks worth investing in

The Macrovue Social Media thematic portfolio, known as a ‘Vue’, has..

Clay Carter
5G Technology - The Connectivity Revolution

5G technology is the latest iteration of wireless communications technology..

Clay Carter
5 Steps to Investing in Disruptive Technologies

Disruption is everywhere, from the Internet of Things to robotics,..

Clay Carter
Is this the top of the market?

A bull market for more than eight years means we’ve got to be nearing the..

Clay Carter
Car of the Future - Delphi Automotive

Is yet another Car of the Future stock about to be acquired?

Since it was..

Clay Carter
U.S. Tax Reform and the Markets

Unlike much of the news flow that emanates from the White House, we at..

Clay Carter
Macrovue's favourite 'China Plays' produce great results

Two of Asia’s high-flying tech titans, Alibaba and Tencent, reported..

Clay Carter
Vue of the Week: Social Media

Macrovue’s Social Media thematic portfolio is our best performer over the..

Clay Carter
Uber: King of the Unicorns

Uber is the King of the Unicorns. So what’s a “Unicorn”? In finance, a ..

Clay Carter
Amazon: No Ordinary Retailer

Shares of Amazon.com closed above $1,000 for the first time ever on Friday..

Clay Carter
A year in ReVue

After a rocky start, global equity markets provided Australian investors..

Clay Carter
Investing in Oil and Gas and the Big Oil Vue

Oil and gas are arguably two of the most important commodities to monitor...

Janki Sharma
Saying goodbye to 'secular stagnation'

As 2016 draws to a close, investors leave behind a year in which events..

Clay Carter
The Ten Most Important Trends for Global Markets in 2017

Global economic trends shape the world we live in. New economic trends such..

Janki Sharma
OPEC regains Its mojo, for now

The OPEC cartel led by Saudi Arabia has surprised markets by agreeing to cut..

Clay Carter
The Car of the Future Investment Portfolio Review - November 2016

The global automotive industry is at an inflection point; one that is..

Janki Sharma
India: 2016 Has Been a Positive Year for Reforms

The year 2016 has been one of several key reforms for India. The passing of..

Clay Carter
Investment Opportunities in Mobile Internet and Qualcomm

McKinsey believes that “this value would come from three main sources:..

Janki Sharma
China – Higher Growth And Lower Leverage Can’t Be Achieved Together

China’s investment and export intensive growth model has propelled it to the..

Clay Carter
The Global Diabetes Epidemic and Novo Nordisk (NVO)

What is one of the most serious health related epidemics affecting the world..

Clay Carter
Why Diversification Matters

Diversification is the process of investing in such a way that reduces the..

Clay Carter
The Big Picture – Tapping into the Luxury Goods Market

Aided by global currency fluctuations and continued purchases by “borderless..

Clay Carter
Pfizer and the biosimilar opportunity

On March 6, 2015 the U.S. FDA approved Sandoz’s Zarxio (filgrastim), the..

Clay Carter
Splunk – investing in big data analytics

What is “Big Data”? Well, every day we create close to 3 exabytes of data...

Clay Carter
Disruption in the Cloud – Investing in Cloud Technology

Cloud computing is computing in which large groups of remote servers are..

Clay Carter
Next Generation Genomics & Illumina

The first human genome was sequenced in 2003 after 13 years of work by teams..

Janki Sharma
A little spice in your portfolio can make all the difference

The search for geographical diversification leads us to focus on countries..

Janki Sharma
Why the Reserve Bank of India Has It Better Than Other Central Banks

The GFC in 2008 drove Central Banks across the US (the Federal Reserve) and..

Janki Sharma
Sub-Saharan Africa – The Best Frontier Market Investment

Sub-Saharan Africa is the last frontier in cheap labour for the world’s..

Janki Sharma
Disruptive Technology: The Invisible Hand

The invisible hand of disruptive technology brings structural change..

Janki Sharma
What if The Renminbi (RMB) became a reserve currency?

The US dollar has been the preferred currency for denominating oil prices..

Dev Sinha
Frontier Market Investing

As we go about making asset allocation decisions in our investment..

Janki Sharma
Chicken And Eggs: The Hard Economics Behind Soft Commodities

In the tumult of the recent downturn in commodity prices, it’s easy to lose..

Janki Sharma
Why China’s Economic Problems Are A Problem For The World

China’s economic problems are at the centre of a fundamental transformation..

Dev Sinha
Investment opportunities in Cybersecurity

Picture a day in your tech-savvy life. Perhaps you go for a run in the..

Dev Sinha
Outsourcing 2.0 - The Rise Of The Machines

The other day, I heard about a restaurant in San Francisco with no service..

Dev Sinha
The stock markets are going crazy. What do I do?

The global market’s rollercoaster returned a few weeks ago. After a long..

Clay Carter
Investment Opportunities in Cybersecurity

Cyber security is now a non discretionary area of IT spending for any..

More Posts