• IDP looks like being a Brexit beneficiary

    Stuart Jackson
    October 19, 2016

    When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.


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    by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.
  • How to assess Henderson post-Brexit

    Scott Shuttleworth
    August 9, 2016

    Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos.  Continue…

    by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
  • What to eye post Brexit

    Roger Montgomery
    July 13, 2016

    Jessica Amir writes an article about whether investors should review their UK and European investments and possibly consider emerging markets and gold as an investment opportunity. She mentions Roger Montgomery. Read here.

    by Roger Montgomery Posted in On the Internet.
  • Brexit Aftermath

    Tim Kelley
    July 7, 2016

    In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. Continue…

    by Tim Kelley Posted in Companies, Global markets.
  • Don’t let Brexit rush you to the exit

    Roger Montgomery
    July 4, 2016

    As I write this column, the UK has voted to leave the European Union. According to relatives of members of my team living in London, Britons on the Tube are telling Eastern Europeans, “Time to pack your bags”.  The Dow is down over 5 per cent, Spain is down 12 per cent and some individual shares have fallen by more than 20 per cent. Continue…

    by Roger Montgomery Posted in Global markets.
  • How to position your investments for Brexit

    Tim Kelley
    June 22, 2016

    With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up.  As fund managers, it’s a question we’ve been forced to address head on. Continue…

    by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.