The future is closer than we think Like many, I find it’s always a worthwhile experience over January whilst there are fewer interruptions to catch up on some broader reading and deeper thinking. It forces me to question my assumptions, and to think again about various scenarios for the future of the Australian stockbroking and investment advisory industry.
CRYPTOASSETS – Trust and Custody The collapse of cryptoasset exchange FTX in November 2022 highlighted again the risk of leaving cryptoassets on unregulated exchanges. In this article I consider the Trust aspects of investing in blockchain technology through the lens of the FTX collapse.
Five key themes for 2023 Macro forecasting is not part of our investment process because we adopt a pure relative value investment approach that aims to be independent of the level of bond yields, the broad direction of interest rates and the macroeconomic factors that dominate the performance of conventional investments.
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