australiaen

Insights

Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Insight
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Insight
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
Short-haul flights are the worst offenders for CO2
Short-haul flights are the worst offenders for CO2
Domestic and other short-haul flights are the most carbon-intensive form of travel, figures show.
20-02-2020 | Stunning statistics
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Insight
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | Insight
‘With tech companies we need to be very vigilant’
‘With tech companies we need to be very vigilant’
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing.
20-09-2019 | Podcast
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | Insight
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
Research reveals why sin stocks outperform
Research reveals why sin stocks outperform
The mystery of sin stocks’ outperformance has finally been unraveled.
11-09-2017 | Research
Strong brands: Ticket to strong performance
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
07-10-2016 | Research
Forget China - it’s the US that really moves markets
Forget China - it’s the US that really moves markets
Chinese growth fears and Middle East tensions caused equity markets to open the new year with significant falls – but it is the US that investors should focus on, says Robeco’s Lukas Daalder.
05-01-2016 | Insight
Logo

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
I Disagree