Expert Insights

A US recession is not imminent

The team at Credit Suisse follow seven indicators to give them a read on the likelihood of a recession in the United States. Right now, only one of the seven...
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Why we love founder-led companies

One of the core tenets of the Cooper Investors philosophy is ‘focused management’, and no manager is more focused than one who founded the company. In Asia, this is...
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Does reading headlines create alpha?

There are always a few bearish big picture themes in the news for investors to worry about. But how much alpha is actually on the table in reacting to them? In our...
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Hunting for hidden pockets of opportunity

Fixed interest is a broad universe, and Stuart Dear, Deputy Head of Fixed Income, Schroders Australia invests actively across the full spectrum. We caught up with...
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How to stay relevant in today’s economy

The car took 62 years to reach 50 million users, the TV did it in 22 years, and Facebook managed the same feat in just three years. In today’s fast-changing world,...
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Three reasons to stay invested

It’s not hard to build a compelling bear thesis when considering the trade war, the yield curve inversion, and the increasing risk of global recession. But when we...
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High chance of QE happening here

Most parts of the fixed interest universe are generally seen as defensive and an alternative to higher risk equity assets. So, what are the biggest risks hanging over...
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How long until your moat dries up?

Any Buffett disciple will tell you the importance of companies having a moat, in other words, a defensible market position that keeps their competitive positioning...
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It’s time for the government to step up

With the official RBA cash rate at new record lows and with another cut widely expected there is growing debate around whether quantitative easing (QE) will be used in...
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The Chinese companies winning over the global brands

Multi-national consumer brands have benefited from the rise of the Chinese middle class. That benefit has come with minimal effort as the growing number of wealthy...
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Why big tech IPOs are struggling

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...
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Access regular income from a globally trusted investor

Urs Wietlisbach, Partner & Co-Founder of Partners Group, recently met with investors to discuss the proposed listing of the Partners Group Global Income Strategy...
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Why Australians have an advantage in this high-returning asset class

For better or for worse, the movements in the Australian dollar are largely influenced by commodity prices. It was a significant factor that pushed the dollar through...
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How to find a dividend champion

All investing strategies need to evolve with market conditions, and in particular to the current stage of the cycle. So in constructing an income portfolio to perform...
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Trump has badly misread China’s hand

Donald Trump has been dialing up the tariffs and the rhetoric around the ongoing trade spat with China. Yet Xi Jingping has held a firm line and has been unwilling to...
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Winners and losers from The Streaming Wars

It's no secret that streaming TV will eclipse free-to-air TV over the coming years. But while the streaming wars continue to heat up as the likes of Amazon, Disney and...
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The developed world is on the brink of financial, economic, social and political crisis

(Ed note: First published 28th August 2019 - This remains our most popular video of all time, receiving over 750,000 views) Developed economies are at a crisis point,...
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A 10 bagger's good, a 100 bagger's better

If you had bought CSL when it floated in 1994, a little over a decade later you were sitting on a ten-bagger. Most investors would have been happy to cash in then, but...
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Great returns, diversity and a solid risk profile

Since listing 7 months ago, the Qualitas Real Estate Income Fund (QRI) has given investors access to great risk-adjusted returns through a balanced and diversified...
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An investing style forged by fire

ANZ and Westpac have just reported deep operational losses, unemployment has leapt to 10% and The State Banks of Victoria and South Australia have both collapsed. The...
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Legalised insiders

Urs Wietlisbach, Partner & Co-Founder of Partners Group, says the biggest difference between public and private markets is that the returns are better in private...
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How to know when a stock is a structural loser

Investors don’t have to look too far into the past to find stocks that were the cause of major structural disruptions. A recent example is of course Apple, a...
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Betting against the consensus

One way to outperform the market is to reduce exposure to its drawdowns, a strategy Blackmore Capital has played well over time. Key to achieving this is to pick...
HLS
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How to future-proof your equities portfolio

Not every stock will play the same role within a portfolio. Some companies will be in a portfolio for valuation reasons, others will be there because of their...
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3 qualities of a stellar management team

Management quality is critical for company performance, and it’s not unusual for stock prices to jump on the news of a star hire. But what are some of those qualities?...
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