It would be hard to have not heard or read about Electric Vehicles (EV’s) in the last 12 months. Tesla, Lithium & Cobalt are now part of the vernacular, and automakers are committing large amounts of capital to EVs. We believe EV’s will be a large and growing addressable market and the risk, in the words of Bill Gates, is we ”overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”. The challenge is finding ways to play the EV theme in Australia. In our view the battery metal producers are best positioned.
In this SGH20 Insights piece we share our thoughts on the EV industry and why we see Syrah Resources (SYR) as well positioned to help power EV’s. Read more…
SGH LaSalle market update22/11/17
Steve Ralff, Global Product Strategist & Head of Business Development, LaSalle Investment Management Securities recently visited Australia and he provided a global market update which can be viewed here.
Welcome to the latest edition of SGH20 Insights. In the wake of the China Communist Party Congress meeting, we look at the China leadership shuffle and shift to a “Beautiful China” and what it potentially means for future economic reform and our portfolio positioning. Read more…
LaSalle Investment Management Securities26/10/17
This video provides insights into LaSalle Investment Management Securities and the benefits of global property investing.