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Oneview Healthcare’s world first cloud-based care experience
Stuart Jackson
May 17, 2021
ASX-listed global healthcare technology company Oneview Healthcare plc (ASX:ONE) recently launched the world’s first and only cloud-based care experience platform. This comes at a critical time to meet the demand for digital services driven by the pandemic. Continue…
by Stuart Jackson Posted in Companies.
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Pendal’s acquisition doubles the US footprint
Dominic Rose
May 14, 2021
Global fund manager, Pendal Group (ASX:PDL), has just announced the strategic acquisition of US-based Thompson, Siegel & Walmsley (TSW). The acquisition delivers material scale to the existing US operations and is expected to be double-digit earnings accretive in the first 12 months. Continue…
by Dominic Rose Posted in Companies.
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What’s behind Tencent Music Entertainment’s share price decline?
David Buckland
May 13, 2021
After performing admirably for much of the March 2021 quarter, Tencent Music Entertainment (TME) (market capitalisation of US$25.7 billion), has experienced significant share price dislocation over recent weeks, declining from over US$30 to the current US$15 per share. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Polen Capital – Beyond Returns
Dean Curnow
May 12, 2021
Our recent launch of the Polen Capital Global Growth Fund marks the formal commencement of our partnership with Polen Capital. After due diligence of several established global managers with long term track records we are delighted to have found in Polen, a team with integrity, a desire to offer their expertise to Australians, and a deep attachment to a quality-based investment philosophy. Continue…
by Dean Curnow Posted in Polen Capital.
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Have we reached peak economy?
Roger Montgomery
May 11, 2021
As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Where to next for Reliance Worldwide?
Joseph Kim
May 10, 2021
In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. Continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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Take advantage of inflation fears
Roger Montgomery
May 7, 2021
Fear of reemergent inflation peaked earlier this year, coinciding with a surge in US ten-year bond rates to 1.745 per cent at the end of March. While bond rates have eased slightly (now 1.61 per cent) they remain persistently and materially higher than at any time in 2020. Part of the reason remains lingering concerns about inflation. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Are foreign students really a $40bn export industry?
Andreas Lundberg
May 6, 2021
The education industry is fond of stating that foreign students studying in Australia represent a $40 billion export industry.* And it’s using this ‘export’ benefit to push for an early re-opening of our national borders for foreign students. I’m not denying that education is a sizeable export, but is this $40 billion figure actually correct? Continue…
by Andreas Lundberg Posted in Tourism.
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