Analysis

A recent International Monetary Fund reports suggests further downside for the Australian dollar may be a good thing. Other data compiled by the intergovernmental agency confirm long-term investors’ respect for a currency backed by solid fundamentals. Read More

Building wealth is a long-term process, and we take care to learn from past experience. But we remain committed to our core philosophy, the No. 1 principle of which is to focus on high-quality businesses, no matter where in the world they’re located. Read More

The Australian dollar is nearly 20 percent below its all-time high after a double-digit slide versus the US dollar in 2013. Broader global trends suggest a period of stability within a new, permanently higher range is at hand. Read More

The Australian government’s rejection of Archer Daniels Midland’s bid for GrainCorp is certainly disappointing, but it also means we can continue compounding our wealth over the long term from a steady dividend payer that’s leveraged to growth in emerging Asia. Read More