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WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of the valuation metrics are now laughable. However... the same thing was also true two years ago before this rally commenced. So where... Show More

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Patrick Poke

Investing in “blue chips” – large, highly profitable, and mature companies – has long been a popular strategy for investors. But contrary to its popularity, research has shown (i) that the largest stocks consistently underperform over the long-term. Perhaps investors have fallen victim to survivorship bias? Rather than looking at... Show More

Fund Manager Q&A
Alex Cowie

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under management, sat down with us to discuss his career and Loomis Sayles. During our conversation, Kevin offered his perspective on the key investment themes for... Show More

Expert Insights

A tsunami of new technology, new processes and new ideas is driving a period of innovation that is reimagining every industry globally. But just how do you value this overarching dynamic? Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles tells us in this exclusive that the value of innovation has... Show More

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Patrick Poke

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014, Amazon remained outside the world’s top 10 companies, Telstra’s share price peaked at over $6.60 per share, and Afterpay was nothing more... Show More

Expert Insights

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles explains to us in this short video why she disagrees and won’t invest in traditional retail at all. She nominates the... Show More

Expert Insights

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.” As well as bringing significant risk, the accelerating changes are bringing significant opportunities, which are... Show More

Investors Mutual

The month of December has seen a number of takeover bids – such as for Tox Free Solutions by Cleanaway, Capitol Health’s intended bid for Integral Diagnostics and the huge Westfield Corporation bid by Unibail-Rodamco. These takeovers have presented something of a Christmas gift to our investors given these stocks... Show More

Investors Mutual

Telstra has a strong position, with 50 per cent share of both fixed line and mobile markets. Importantly, it also has an even more dominant position in the very profitable corporate, government and enterprise service areas. The profits from these businesses, together with its strong balance sheet, position the company... Show More

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