Equities
Patrick Poke

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

Education
Patrick Poke

More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief Investment Officer of Wilson Asset Management, says that buying LICs at a discount is like “a real-life Boxing... Show More

Geoff Wilson AO

When the market hit the 5000 mark for the first time since the global financial crisis in early 2013, it spurred me to plan the launch of the first listed investment company to provide investment and social returns. Show More

Buy Hold Sell
Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Australia... Show More

Buy Hold Sell
Buy Hold Sell

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had problems attracting buyers. Things are different now. After cutting its dividend in August, Telstra is now down >30% year to date. In the latest... Show More

Geoff Wilson AO

It was Monday, 19 October 1987, and I thought the world of finance was ending. I remember the feeling like it was yesterday. I was a 29-year old stockbroker, living and working in New York, witnessing the biggest market meltdown since the crash of 1929. Show More

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