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Paradigm: Deep value in a small-cap biotech?

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...
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How to make the most of your investment "bandwidth"

Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the...
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Is it time to buy the banks?

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...
+1
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Global tech stocks are just too expensive

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...
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How to find recession-proof assets

Fixed-income investors currently find themselves in a low-yield world and it looks like this will be the case for some time. Given this environment, it will be...
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What you need to know about private equity investing

The ultimate aim of investing in private equity markets is to generate a return higher than what you would receive by investing in public markets. But while the...
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How to construct a portfolio using 3 segments

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio...
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Beware the Fed's starting pistol

The world has witnessed ultra-easy conventional and unconventional monetary policy since the GFC, but three years ago it reached a point where that policy gradually...
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The intangible drivers of property prices

There has been an exhaustive amount of analysis and opinion directed at the key drivers behind property prices in Australia. Livewire recently asked Tim Johansen,...
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Learning from your mistakes

Going against human instinct and taking a contrarian approach to investing is not for everyone. It takes practice, and commitment in your convictions as well as...
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What keeps Phil King up at night?

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....
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Common causes of stock mispricings

If the definition of crazy is doing the same thing repeatedly and expecting different results, then Mr Market is undoubtedly crazy. Simon Shields, Principal at Monash...
CCL
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The Fed hath spoken: no recession on the horizon

The message from former US Federal Reserve Governor Janet Yellen and two current Fed Presidents was clear at the recent Credit Suisse Asian Investment Conference – a...
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Two stocks that passed the Regal filters

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...
XRO
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Why the future is still bright for Australian investors

Ten years into a bull market and the question inevitably arises as to whether we have seen the end of the current cycle, or if we are simply witnessing a mid-cycle...
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Top stocks for exposure to the new China

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...
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Will Australia implement quantitative easing?

With the cash rate already at just 1.5%, the Reserve Bank has limited ammunition left to deal with a falling housing market and a slowing Australian economy. Even if...
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Just how valuable is a global brand?

You hear a lot about the concept of disruption and the impact that this is having on established brands. The rise of social media has been a key enabler for small...
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Three lessons on contrarian investing

Contrarian investing is like an extreme form of value investing; contrarians will make investments that even a bold value manager would baulk at. It’s a fact of...
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The next domino for Australian housing

While the decline in property prices has been orderly thus far, things could get rough from here, says Charlie Jamieson, Chief Investment Officer at Jamieson Coote...
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An undiscovered gem (that won’t stay that way for long)

It’s not often you hear about a stock that appears to be flying totally under the radar but that’s what Simon Shields and the team at Monash Investors has found. This...
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Regal: 3 consensus trades the market has wrong

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...
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The value of innovation has shifted

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...
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Where to find the best yield stocks

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...
BHP
RIO
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4 ingredients of a great management team

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high...
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