Update from the CIO

Of our locally listed conference stocks, JB Hi Fi have reported, surprising everyone rallying 10% on the day, PagSeguro reached an all-time high and Bandai Namco has continued its great run post Nikkei inclusion...

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August 26th, 2019
 

Update from the CIO

Earnings season in the US, as usual, caused large moves in company share prices, both up and down. Indeed, with the domestic reporting season also underway, we can expect more surprises.

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August 13th, 2019
 

Manager in focus: Tekne Capital Management

This month's Conference Manager in Focus is Tekne Capital Management's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.

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August 6th, 2019
 

Update from the CIO

Weaker global markets (S&P down 3.1%; Nasdaq down 3.9%), and Trump tweets and tariffs all weighed heavily on investors minds this week...

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August 6th, 2019