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The new rules of investing for 2021

Heath Behncke, our Managing Director and Portfolio Manager at Holon Global Investments, was featured by Tony Featherstone in the Financial Review discussing “The new rules of investing for 2021”.  Tony preludes the discussion by suggesting that: “…The first ...

ROKU: The streaming giant you’ve never heard of

Even though we had a significant lead time in understanding their value propositions, many Australian investors still underestimated the global investment opportunity of companies such as Afterpay and Xero.  But it’s not just Australians who underestimate the world outside...

The 3 big rules of wealth creation in 2021

There is no doubt that 2020 was one of the most remarkable years of most investors’ lives. The Covid-19 pandemic has changed the world. Global economies are struggling and policy makers are spending and printing unprecedented sums of money...

Why Web 3.0 is a threat and opportunity for portfolios

Most investors are no doubt aware of the impact of Web 1.0 (the birth of the internet delivering things like websites) and Web 2.0 – which gave us the likes of blogs and social media – have had on...

Q3 Market Pulse -What has the 2020 reporting season revealed? The digital economy accelerating, old world stalling

Our research team bring you their key market insights for the quarter.  You can access Q3 -2020 – Holon Market Pulse here. 

‘This time it’s different’: Bitcoin eyes new all-time high as big money piles in.

Heath Behncke, our Managing Director and Portfolio Manager at Holon Global Investments, was quoted by Dominic Powell and Alex Druce in their article from ‘The Age‘ discussing “This time it’s different’: Bitcoin eyes new all-time high as big money...

Bitcoin the future of money

We believe that we’re seeing the emergence of a new parallel global financial system being built from the ground up, underpinned by market-based money. ‘Bitcoin’ represents a technological breakthrough and paradigm shift in monetary policy. Is Bitcoin the future...