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Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...

And speaking of red, US investment firm Bernstein is the latest to predict the red metal is about to get red hot.Lots of gold deposits will support a new mining...

With low interest rates and high equity prices pervasive around the world, producing attractive returns for a reasonable level of risk across a portfolio is proving...

How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...

Reporting season was a very busy time. Overall, it felt like the fairly low expectations going into the August results were broadly met. One area that was very...

Soaring technology company valuations are justified in some cases but a danger sign among those riding the coat-tails of the tech boom, say top stock pickers from...

Whether it’s value and growth, or income and total returns, the ‘best of both worlds’ was on offer from the three fund managers presenting in the morning session of...

We all wish we had invested in CSL back in the float. Investors that did the legwork involved in finding and then backing the opportunity at its listing in 1994, would...

Power companies are boring but critical; water is a liquid asset with a solid outlook; and mid-sized infrastructure opportunities are on the rise, say a trio of...

While many banks and industrial companies are reducing or cancelling their dividends altogether this year, Australian Real Estate Investment Trusts (AREITS) still...

There is an asymmetry of information in markets which is one of the key reasons buyers and sellers are willing to transact at a given price, as investors try to make...

The AREIT sector had a strong bounce in August, up 7.95% for the month and outperforming the broader market, which returned +2.8%. This reporting season was one of the...

Last week, Market Matters hosted a Resource Round Table to give an overview of the commodity market, and then delve into picks that give exposure to it, big and small....

The digital games and interactive media sector is probably much larger than you think and still growing. To put it into perspective, one of the highest rating movies...

Veteran geologist Neil Biddle is coming up to 40 years of knocking around the hard-rock exploration scene.So after his success with fellow geologist John Young and...

We added Telstra (TLS) to the Income Portfolio this week and wanted to provide some more detail around the sustainability of the dividend in the first instance, then...

Working out what’s important isn’t easy. Perhaps because Bill Gates is much smarter than most, he makes it look easier than most. His recent comments highlighted that...

While all eyes have been focussed on falling dividends this year, there has been little discussion around the negative impact this will have on the franking credit...

Strategic Energy Resources ('SER') are a company specialising in frontier and undercover mineral exploration. We find this junior exploration opportunity compelling...

On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...

In Australia, Woolworths is a household name known to everyone due to its brand and its presence in our daily lives. 20 years ago Woolworths was focused on expanding...

This reporting season was always going to be one to remember as corporates reported on the peak period of dislocation caused by COVID-19 and earnings estimates within...

A look at the performance of the pharmaceutical and biotech sector over the month of August as well as a wrap up of the earnings of Big 5 stocks in the sector. Sector...