Anthony Doyle discusses positive change opportunities in global equities and the strategy behind the Firetrail S3 Global Opportunities Fund.
Simon KawaguchiJuly 27, 2022
An analysis of Firetrail’s engagement in two critical areas: 1. Decarbonisation Solutions Providers 2. Carbon Removal.
Simon KawaguchiJune 16, 2022
1. Not a good time for renos… 2. A shoplifter’s paradise… 3. The bears are growling…
Simon KawaguchiJune 10, 2022
A look at wheat yield in the US and how rising interest rates are affecting the banks.
Simon KawaguchiJune 10, 2022
1. Lendlease Google Project… It’s BIG! 2. All pain, no gain for Peloton… 3. Ransomware attacks on the rise…
Simon KawaguchiJune 3, 2022
A look at the mobile prices in Australia and tech workforce trends in the US.
Simon KawaguchiJune 3, 2022
1. Turbulence on the path to net zero… 2. Rates up, loans down… 3. Lendlease / Google urban development in San Francisco…
Simon KawaguchiMay 27, 2022
A look at the US consumer stimulus trend and growth vs value performance.
Simon KawaguchiMay 27, 2022
