30 years ago, private equity was uncrowded, and less competition meant better deals. Intense competition today means higher valuations, leading to a lower margin of safety. Adrian Warner, Managing Director and CIO of Avenir Capital argues here that public equity markets now offer better pricing opportunities. Show More

Income investors relying on ASX blue-chips have been under increasing pressure. However, another source of income has returned to the top end of the market. Speaking at a recent event held by IRESS and Livewire, Peter Gardner from Plato Investment Management identified a long-absent income opportunity back on the menu. Show More

This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation companies are set up to provide charities with an annual stream of donations, while providing shareholders with exposure to the best fund managers - free... Show More

What would you nominate as the single biggest risk to the local stock market right now? In an interview at a recent event held by IRESS and Livewire, we asked Brad Matthews, who consults to Advisors and Managers on asset allocation, for his view. Show More

Despite a sharp fall in October, Afterpay is still the ASX200’s top performer over 12 months, with a remarkable gain of 166%. Speaking at a recent event held by IRESS and Livewire, Andrew Mitchell from Ophir Asset Management discussed the outlook for the stock. Show More

If 2018 were a boxing match, you would be Mundine and Mr. Market would be Horn. It only took you 96 seconds to be battered and bruised to the floor. What went wrong? What did you miss? Like Horn, markets have been unforgiving. Globally, we have seen one of the... Show More

Two of the world’s largest economies are going head-to-head and investors are fretting. Will the United States and China make a deal? Will tensions ensue and tariffs be raised? What will happen to markets? The stakes are high and with the G20 only a day away, it seems we are... Show More

Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from Allan Gray. Case in point: when asked what stock he’d own if the market were to close for five years,... Show More

WHEB Asset Management is a UK based fund manager at the forefront of the growing movement in Impact Investing, they are also leaders in measuring the impact associated with their investments. For example, if you invested $100,000 with WHEB over 2017 you would have avoided the CO2 emissions created by... Show More

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and CIO of Avenir Capital discusses one of these when we asked him to share one of his most compelling investment ideas. Show More

The fed is now unwinding the biggest monetary experiment in history, which saw $3.6 trillion of asset purchases from the Fed between 2008 and 2015. This is unknown territory, so when we sat down with Charlie Jamieson, CIO at Jamieson Coote Bonds we took the chance to get his perspective. Show More

The debate on active versus passive has gone on for years, with many investors loyal to one camp of the other. But… Why not use both? Christian Obrist, Head of iShares in Australia echoed these sentiments when we asked about the biggest trends in ETFs today. Show More

With an escalating trade war, quantitative easing over, and China slowing down, market risk is running high. So when we sat down with global manager, Peter Rutter, Head of Global Equities at Royal London Asset Management, we asked for his take on the biggest risk to markets would be next... Show More

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those tailwinds are becoming headwinds. Adrian Warner, Managing Director and CIO of Avenir Capital lays out the challenge ahead and a strategy to tackle it. Show More

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what she thought the key market issues could be next year. She touches on 5 key issues including the prospect of a... Show More

Close to US$250 billion has poured into Exchange Traded Funds (ETFs) so far this year, and this flow continues unabated. However, prominent active managers such as Howard Marks have questioned who the buyer would be when the market turns. We sat down with Christian Obrist, Head of iShares for Australia... Show More

East Coast residential property continues to soften as credit tightens, but in this interview with Charlie Jamieson, CIO at Jamieson Coote Bonds, he warns that property investors might make matters worse by becoming forced sellers in a falling market. Show More

One feature of investing in Asia has been the rise of some truly great technology companies. Huge populations colliding with rapid technology adoption has seen investors flock to names such Baidu, Alibaba, Samsung and Tencent. The sector has come under pressure in 2018 due to a combination of big-picture concerns... Show More

The Fed has hiked 3 times this year and plans another four hikes by the end of next year. Their collective impact is still ‘in the post’ as hikes take time to bite. When we asked Charlie Jamieson, CIO at Jamieson Coote Bonds what he expects, he gave a sobering... Show More

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can rise as fast as the stock price when things go parabolic. Show More