News & Vues

Last updated 20 May 2019.

To date the majority of our Vue stocks have had..

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

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

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

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

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

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

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

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

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

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

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

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

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

The Macrovue investment committee looks at three companies strongly..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• Global markets put in a mixed performance last week. The S&P 500 managed to..

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

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

• Last Sunday, the Chinese Central Bank (PBOC) cut the reserve requirement..

• US 10-year Treasuries yield hit a 7-year high of 3.224% last week. The..

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

• U.S. stocks and bond yields jumped at the start of the fourth quarter after..

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

• Global equities extend rally. Fifth straight month of gains for S&P 500 and..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Three Ts of Trading...

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

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

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

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

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

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

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

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

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

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

Since it was..

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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..

The invisible hand of disruptive technology brings structural change..

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

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

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

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

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

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

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