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At the start of the year, I invited nine fund managers, including the winners from the 2019 competition, to share their #1 stock picks for the year ahead. When the...

Hyman Minsky would be turning in his grave. His financial instability hypothesis appears a prescient assessment of the consequences wrought by easy money. Rising debt...

The last 12 months have been bruising and emotional for equity investors enjoying the market grinding higher from July to early February based on FOMO (fear of missing...

Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it’s evident that high growth stocks continue to be the...

It’s safe to say the Australian economy is currently experiencing a recovery as businesses continue to re-open following the worst of the COVID crisis. Despite this,...

Globally, and particularly in the U.S., technology companies have been the driver of equity market returns for the last 10 years, with a rotation away from traditional...

Its Misima project in PNG is seen as the main game, but Kingston could find some easy pickings in white-hot WA gold country. Plus, Centaurus’ nickel success shows we...

As I reflect on the financial year just gone past it goes without saying that navigating markets through the challenges of COVID has certainly been an experience. This...

An investor’s best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per...

Even at the best of times, building a new portfolio from nothing is a challenging task. But for Chris Stott, Chief Investment Officer at 1851 Capital, the challenge...

The COVID-19 pandemic may have proved volatile for investment markets, but it also appears to have opened the door for new and existing investors seeking...

While it was clearly a risk off session following the -730pt slide by the Dow Jones on Friday, the selling wasn’t aggressive and Futures have rallied strongly into /...

In this report, our analysts share their sector view and top stock picks for FY21 across a range of sectors including banks and general insurers, LICs and LITs,...

For Marcus Padley and his investors, it’s been a remarkably good six months during a year in which markets are straddling the boundaries of health, economic and...

33 placements were completed this week, raising a total of $1.7b in fresh equity. The bulk of this was for Qantas, but a resurgence of small cap activity filled the...

It's been a turbulent year for the retail sector with the large dispersion between different parts of the market. Recently, we've seen a number of updates. ...

After a strong rally the so-called ‘easy money’ has been made. From here, it is a stock pickers market as each business and industry is going to recover (and, for...

The Ian Gandel-led sharemarket star is now onto a high-grade pod at its Boda porphyry in NSW while Tomingley looks set for a new lease on life and the rare earths...

Demand growth for healthcare services is not tied to the economic cycle, which all else being equal, has historically made healthcare companies attractive investments,...

What one investor may consider a contrarian idea now, may have incredible rewards in the future. Take SEEK for example, a contrarian idea back in 2014, yet now...

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...

The traditional mindset regarding fixed income is that the returns are low and it is a boring asset class. Investing in Woolworths' (ASX:WOW) bonds is not a barbeque...

The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing....

Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from...