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How global healthcare disruption can make you money – Holon Global Investments featured in the AFR

Heath Behncke, our Managing Director and Portfolio Manager was featured by Tony Featherstone, The Australian Financial Review in the article “How global heathcare disruption can make you money”, 17th October, 2020.  Below is an extract from the feature, the full article...

Why the 2020s are looking like the 1970s – Rebalancing Portfolios

Who should read this? You have to put your money somewhere – how do financial advisors providing asset allocation advice for their clients and self-directed investors navigate the road ahead? We evaluate the success of the 60/40 asset allocation...

Understanding the Consumer Price Index

There are few economic assessments that impact our lives more than the subtle methodology changes used to calculate inflation through the Consumer Price Index (CPI). CPI heavily influences the level where central banks, such as the US Federal Reserve,...

The role of Gold

A long history of Gold  Gold’s allure led it to become a symbol of immortality and power across ancient cultures since 5,000 BC. Gold’s rarity and aesthetic qualities made it an ideal material for ruling classes to demonstrate their...

How do Governments and Central Banks influence Money?

The COVID-19 pandemic has unleashed a global slowdown never before experienced. As countries went into lockdown during 2020, governments and central banks were forced to implement unprecedented economic support programs, likely to cost US$50T, in order to cushion the...

Digital Infrastructure and Innovation – The new core portfolio of the 2020s

Today The Mega Cap 7 The hard infrastructure assets required to power the global digital economy are mostly owned and operated by 7 global technology companies: Alibaba Amazon  Apple  Facebook Google  Microsoft Tencent They have a market capitalisation of...

How to profit from global disruption – Holon Global Investments featured in the AFR

Heath Behncke, our Managing Director and Portfolio Manager was featured by Tony Featherstone, The Australian Financial Review in the article “How to Profit from Global Disruption”, 5th September, 2020.  Below is an extract from the feature, the full article can be...