Nov 28, 2023
This is part 2 in a series called “Beyond Buffettology”, penned by Australian Equities Portfolio Manager George Kurian. You can read part 1 here. 2. Politics In this article, I discuss how Politics at various levels could be the key driver of shareholder returns.... read more
Oct 18, 2023
2023 continues to surprise. In the closing days of 2022, one of the most difficult years for markets on record, there was nothing but pessimism. In August, I wrote internally to our staff that “though the economic outlook has not exactly improved, some markets are in... read more
Oct 16, 2023
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for your investment portfolio. In March 2020 the Aussie dipped below US58 cents for the first time in a decade. Since then, a high of just... read more
Sep 26, 2023
While many investors and fund managers are particularly fond of discussing (and investing in) American stocks, the Japanese stock market is almost completely ignored. Otherwise, for that matter, most stock markets exclude the US. Could it be that we are all fixated... read more
Sep 11, 2023
Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. In 2021, resources accounted for 68% of Australia’s export revenue. This was the year that iron ore prices peaked at almost $US230 a tonne. However,... read more
Aug 18, 2023
“Compound interest is the most powerful force in the world. He who understands it, earns it. He who doesn’t, pays it.” This quote, attributed to Albert Einstein, underpins much of how we approach investing at Oracle. Compounding is the enabler that... read more
