Wilson Asset Management weekly: Insights from the CLSA conference in HK, Seven Group Holdings and CBA

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed down 0.2% for the week. Minutes from the Reserve Bank of Australia’s (RBA) meeting released on Tuesday suggested that reduced demand for steel production in China would indicate downside risks to the current iron ore price. We note that the Australian market is... Show More

Westpac weekly markets video

Sean Callow
Sean Callow Westpac Bank

The Aussie dollar has had a volatile week, seesawing around the FOMC decision and struggling with the slide in iron ore prices. In our brief weekly video, I discuss these factors along with the RBA commentary (Lowe speech and Sep minutes) and take a look at potential trading ranges for... Show More

Executive Series: Champion Iron (CIA) CEO & Chairman, Michael O'Keeffe

CommSec
CommSec Online Stockbroker

In this short video we discuss the Features of the Bloom Lake Mine and related rail assets in Quebec Canada, which CIA purchased from affiliates of Cliffs Natural Resources; Strong upside potential for CIA plans to leverage through the significant level of investment in Bloom Lake made by previous owners,... Show More

Finding growth in private markets

Livewire Exclusive

Investors have traditionally turned to the share market for growth, but with the ASX 200 still sitting well below its pre-GFC highs, alternative investments are becoming increasingly popular. From less than 5% of the industry in ’97, alternative assets now account for nearly 20% of funds under management. Show More

Black Rock shakes off Tanzania’s asset grab with forecasts of strong returns from graphite project

Barry FitzGerald
Barry FitzGerald Independent Journalist

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

Thinking what others are not thinking

Nader Naeimi
Nader Naeimi AMP Capital

In the uncertain world of investing, evolutionary instincts sometimes lead us to see patterns when there are none. While humans are susceptible to biological weaknesses when it comes to investing, computers and machines suffer from a lack of perspective. Most of the research in machine learning and artificial intelligence is... Show More

Can we rely on Reliance?

Robert Frost
Robert Frost OC Funds Management

Following share price weakness ahead of its full-year result, we added Reliance Worldwide Corporation to our portfolio. Reliance is a global plumbing supplies business specialising in reliable and premium branded water flow and control products including the market-leading 'SharkBite' push-to-connect fittings. Show More

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Trevor Stewart

Mr Munz selling down is hardly an endorsement

Gold on the Ropes as Markets Hit All Time Highs

Jordan Eliseo
Jordan Eliseo ABC Bullion

Precious metal prices have been in full retreat the past few weeks, with the price of gold declining toward USD $1300oz. This pullback has had a number of drivers including an easing of the ‘safe haven’ bid as markets fade the rhetoric to do with Korea, the USD catching a... Show More

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Patrick Fresne

One long term concern I have about gold relates to Africa: for several decades South Africa produced most of the world's gold supply, and I wonder if a number of other African countries [...]

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Jordan Eliseo

hi Patrick - thanks for the comment. There is no doubt the potential for countries in Africa (and other parts of the world for that matter) to increase their gold production. I wouldn't [...]

Executive Series: Washington H. Soul Pattinson (SOL) Chairman, Rob Millner

CommSec
CommSec Online Stockbroker

In this short video we discuss: SOL’s long history of increasing dividends and the factors that contributed to the group’s full year results; Factors that are feeding into the outlook for companies that comprise the SOL investment portfolio including; New Hope Group (NHC) , Brickworks (BKW) & TPG Telecom (TPM) Show More

The dirty secrets fund managers don’t want you to know!

Lachlan Hughes
Lachlan Hughes Swell Asset Management

I hope to enlighten potential investors about the tricks used by fund managers to ‘window dress’ their performance. Some of these tricks can be backed out and where possible I have provided the math below. Show More

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Zina De Marchi

Cant thank you enough for this great article an eye opener

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Shernavaz Cooper

Thanks for opening our eyes about the Fund Managers that use unethical ways to get higher incomes for themselves. If they continue to use this practice they should be named and shamed.

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david itzkowic

a list of managers and their fee structure would be greatly appreciated !

A quick-take on Passive QT

Callum Thomas
Callum Thomas Topdown Charts

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance sheet normalization plan in October. The balance sheet normalization plan involves gradually ceasing reinvestment of principal from maturing bonds, and will result in a passive/automatic run-down... Show More