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After a bumper year, the Goldfields air is thick with anticipation, if not planes. A “potential show-stopper” from Chalice and Greatland on finding gold in the Pilbara...

It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in...

At ECP, we continually assess the quality and the sustainability of our investments to evaluate the strength of their competitive advantage through time. Xero is a...

The Covid-19 vaccine debate produces a basic conundrum for investors: will companies that have performed well during the pandemic suddenly flop if a vaccine is...

Whether it’s by deliberate decision or by happenstance, the Federal Government has handed the Australian major banks two big wins over their non-bank competitors. The...

The Covid-19 pandemic may have brought the world to its knees through both its impact on health and the restrictions imposed in an attempt to control the virus. But...

Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...

Plus, $20m Argonaut Resources offering leveraged exposure to the copper theme and Friedland named on Chalice’s top-20. There is nothing wrong with a $US1,892/oz...

For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks...

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...

Shortly after arriving in Australia in late August 2000, I witnessed the demise of iconic local company names such as Pacific Dunlop and Mayne Nickless.Both...

Value investors are on the cusp of a rare opportunity rivalled only by the tech wreck of the late 1990s, says Lazard Asset Management portfolio manager Dr Philipp...

Looking back over 35 years of investing, I never thought that I would ever see the day in Australia where interest rates are as low as they are today.Ninety-day bank...

Investors remain nervous after the massive sell off in February and March, but Matthew Kidman from Centennial Asset Management says that any sell off (such as we've...

Meanwhile in Ecuador, anticipation builds around a possible BHP or Newcrest bid for SolGold and Sunstone looks set to rise on back of Bramaderos project. There is a...

Dividend sustainability has become front-of-mind for investors as Australian companies grapple with the short-term hit to earnings and payouts as a result of COVID-19...

One definite characteristic of 2020 has been the blow-offs in the hot stocks / sectors followed by fairly aggressive corrections, just think precious metals, BNPL and...

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...

When COVID-19 hit Australia in March, credit spreads across the whole investment grade bond market responded by migrating wider and prices headed lower. We saw this as...

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked...

WAM Leaders Lead Portfolio Manager Matthew Haupt knows what a challenging time it’s been for investors, especially following the recent reporting season that saw a...