Market updates and insights

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

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

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

According to PwC’s ‘Global Entertainment & Media Outlook 2019–2023’, “total..

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

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

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

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

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

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

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

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

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

In this article Macrovue’s investment committee looks at three global..

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

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

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

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

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

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

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

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

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

In this article Macrovue’s investment committee looks at three high quality..

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

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

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

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

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

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

As of 12/03/2018 our Disruptive Technology portfolio has has a 21% return so..

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

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

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

The Three Ts of Trading...

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

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

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

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

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

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

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

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

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

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

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

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

The invisible hand of disruptive technology brings structural change..

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

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

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

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

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

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

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

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

The Silver Haired Economy Vue provided a total return of +5.58% over the..

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

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

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

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

The Artificial Intelligence (AI) Vue, created on 10th April 2018, has..

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

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

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

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

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

The UN Population Division expects global population to hit 9 billion by 2050

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

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

• Markets remain in correction mode in spite of excellent earnings from such..

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

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

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

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

Since it was..

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

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

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

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

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

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

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

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

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

The Asian Healthcare thematic portfolio (or “Vue”) has generated performance..

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

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

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

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

“Powell..

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

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

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

Clay Carter, Global Investment Specialist is the man behind the Macrovue..

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

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

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

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

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

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

Clay Carter, Global Investment Specialist is the man behind the Macrovue..

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

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

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

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

Clay Carter, Global Investment Specialist is the man behind the Macrovue..

Clay Carter, Global Investment Specialist is the man behind the Macrovue..

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

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

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

So, what happened last week?

Stocks soared Friday as Wall Street rebounded..

What a difference a week can make!

Hear what our experts say for this weeks top trades. 

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

The Macrovue investment committee looks at three companies strongly..

Hear what our experts say for this weeks top trades. 

Genomics Revolutions returns +28.25%*

Another volatile week pressured by corona virus.

Another volatile week pressured by corona virus.

Why are Pharmaceuticals and Biotechnology the investment opportunity for..

Why invest in China's internet

The ongoing migration of business to the “cloud” is probably one of the most..

Genomics Revolution returns +65.57% over 12 months*