Quarterly Thought Pieces

Welcome to the Novaport Quarterly Thought Pieces. Each quarter Sinclair Currie will pick a topic of interest, or an issue to discuss. 

June 2019

Trading places: Australia’s exposure to trade disputes?

The market has closely followed and quickly reacted to news about the trade negotiations between the USA and China. The resolution or escalation of trade disputes impacts our investments in the following ways. 

 

Read the full report here

 

Previous Quarterly Thought Pieces:

  1. March 2019: Venture Capital - Webcast | PDF
  2. December 2018: Volatility Harpoon - Webcast | PDF
  3. September 2018: What Has Changed? - Webcast | PDF
  4. June 2018: An Eruption of Disruption? - Webcast PDF
  5. March 2018: Hey Facebook! There’s a snail in my bottle - Webcast | PDF
  6. December 2017: China's strategy is changing - Webcast | PDF
  7. June 2017: PatienceWebcast | PDF 
  8. March 2017: Market RecapWebcast PDF 
  9. December 2016: Aged Care - elderly who are expected to live for longer - Webcast PDF 
  10. September 2016: Let's face it we're all getting older - Webcast | PDF
  11. June 2016: East Coast gas markets at a crossroads - Webcast | PDF
  12. March 2016: Earnings certainty and risky share prices - Webcast | PDF
  13. September 2015: Resources - dead cat bounce or has something changed - Webcast | PDF

Click here to access our archive of Quarterly Thought Pieces.