Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
512 Views
Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
559 Views
Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
470 Views
Tame Inflation data and the bond market signal that the yield trade is yet to run its course
As with most macroeconomic releases, there was something for everyone in today’s December quarter CPI. For the doves, the precipitous fall in...
463 Views
Last Week In Event SPACE: Toyota Inds., Prosus/Tencent, Dongfeng Motor, WH Group
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
446 Views