Does inflation swindle the equity...
In a 1977 Fortune article titled “How Inflation Swindles the Equity Investor”, Warren Buffett argued that stocks do not work…
23/10/23
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Article
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Article
C WorldWide Investment Report –...
In Q3, the strategy return was -2.9% (AUD), lower than the MSCI AC World Index, which fell 0.4%. The quarter…
23/10/23
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Article
C WorldWide Investment Report –...
In Q2, the strategy returned 6.6% (AUD) compared to the MSCI AC World Index which returned 6.8%. The top three…
16/08/23
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Article
Indonesia's Structural Story
A recent visit to Indonesia left us pleasantly surprised by the remarkable economic developments taking place in the country. Continued…
16/08/23
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The Intelligent Tangible World
The multi-decade development of globalization is reversing, and the implications are broad and profound. In the following whitepaper, C WorldWide…
27/06/23
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Investing in a More Difficult...
History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and…
15/06/23