Equity markets crumbled further, is this an episode of volatility or has a feature of the broader landscape fundamentally changed?

Commentary suggests that disruption is a new ‘theme’ which investors should gain exposure to at any price, a view we find overly simplistic.

An old legal precedent has guided how businesses operate and partly explains the explosion of disclaimers we see in everyday life.

The industrialisation of China has played a significant role in shaping the current universe of Australian Small Companies.

Markets have recovered lead by easy money and gradual economic growth, and patience continues to provide a rewarding frontier.

Market expectations were met and companies ensured the market is informed of what their earnings should look like for the year.

The residential aged care sector has come under persistent scrutiny from a federal government eager to extract savings.

In this edition we take a look at longer term age related demography and consider investment themes which might arise from them.

Recent developments in LNG export markets places the east coast market at crossroad.