RESEARCH ANALYST
Catherine Waller
Catherine is an Analyst with a strong background in finance and operations, having worked with firms like Deloitte, Austrade, and McKinsey.
With expertise in financial analysis, market research, and project implementation, Catherine has overseen multimillion dollar project budgets developed new analytical and reporting tools and created investment screening models to drive strategic decision-making. Currently a CFA Level 1 candidate, Catherine’s primary role within EW&L will be to support the firm from an investment and operational perspective, working closely with our Client Service team playing a key role in supporting the firm’s growth and success.
Insights
Don’t Jump Off the Rollercoaster!
They say the only people who get hurt on a roller coaster are the ones who jump off.. makes sense! This really is the perfect anal
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
Podcast
Bitcoin: Have you missed the boat or is this just the beginning? with Markus Thielen (10X Research)
In today’s episode, we have the pleasure of speaking with Markus Thielen.
Insights
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
Insights
Don’t be your own worst enemy
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
Insights
Back to the future
The rate of change has accelerated, and we are in the midst of a digital revolution. A revolution that will have profound impacts
Insights
Is there any accuracy in history?
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
Insights
Global Investment Opportunities in 2022
We live in a really beautiful country and have a very lucky economy. I, for one, consider myself extremely fortunate to be able to
Podcast
From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter
Managing Partner Craig Emanuel sits down with Andrew Baxter, previous CEO of Publicis and Ogilvy.
Insights
In investing, what is comfortable is rarely profitable
I think this is so true in everything we do in life. Most things worth doing in life are not easy, ask…
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
Insights
Smile like you mean it
What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…
Insights
The sugar high
We recently attended our godson’s 2nd birthday party. It was a superhero-themed party, with a Spiderman-dressed MC keeping the kid
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
Insights
Lessons of Legacy – how to flourish as a family.
For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and
Insights
The Market Roller-Coaster. What’s next?
Craig, Tim and I recently attended an investment conference on the Gold Coast.
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
Are we going back to the 70’s? Parallels between then and now.
There are numerous parallels that could be drawn between the 70’s and now, however some fundamental factors are different.
Insights
Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors
True risk isn’t just numbers. Explore how investors can better assess and manage it.
Podcast
Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst
Associate Adviser Charles Troian is joined by Jake Elmhirst, a Managing Director at Coller Capital.
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
.jpg)
Insights
Finding Focus in Volatility
In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
Insights
Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI
Big Tech’s strength could be its undoing. In the AI era, rigid structures—not rivals—pose the greatest threat to dominance.
Get In ToucH
Everything we do puts your needs first.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
