Reading time: 4 minutes
The online age has heralded a new era of warfare, which pits not only sovereign nations against one another, but also cyber criminals against businesses, individuals, and their intellectual property.
Cybersecurity incidents soared in Australia during the past financial year, according to the recent Australian Cyber Security Centre’s (ACSC) second annual threat report.

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Reading time: 3 minutes
With almost 60% of Australia currently in lockdown, and working and learning remotely, the value and importance of the internet has never been more obvious. Companies providing cloud computing software have been critical in allowing us to continue life with some level of normality.

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Reading time: 2 minutes
The strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago. This note provides an update on the valuation picture with regard to growth stocks –

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The Asian technology sector has suffered a pullback in recent months, even as global equity markets – and the global tech sector in particular – have continued to power ahead. This suggests the pullback largely reflects regional factors – namely the tightening of regulatory scrutiny by Chinese authorities of its major technology companies.

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Reading time: 3 minutes
Looking at headline returns is a great way to quickly ascertain how much your portfolio has increased or decreased in a certain timeframe, but it tells us little in terms of how much risk has been attached to the investment, and how much of the return can be explained by movement in the wider market.

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If you have looked at recent financial headlines, there’s a high chance the rotation of assets into value exposures has been mentioned. This has largely been a result of a plethora of positive vaccine rollout updates, the reopening of the global economy and expectations of rising inflation.

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Reading time: 4 minutes
Companies today rely increasingly on digital technologies to conduct their business and engage with customers, business partners and employees. In a digitally connected world, cybercrime presents ongoing risks and threats to companies operating in all industries.
As exposure to, and reliance on network systems,

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The next global tech revolution?
The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web.
Given ongoing growth in online activity, and the sizable share of the world’s digital data and software applications still maintained outside of the cloud,

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Reading time: 2 minutes
Last week I read an interesting piece by someone who clearly is not a fan of thematic investing.
He demonstrated the dangers of jumping on the ‘next big thing’, pointing out, for example, the risks faced by early investors in the automobile industry.

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Reading time: 2 minutes
One thing that COVID has taught Australians (particularly Victorians) is that the quality of contact tracing is integral to keeping outbreaks to a minimum and ensuring the country can remain open. Time and time again we have heard claims from our politicians of ‘gold standard’ contact tracing,

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