Expert Insights

Can the market get over the Kogan hissy fit?

“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” This quote is often attributed (incorrectly) to...
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A healthy detox for the property market

Like most assets classes, the property market moves in cycles and with that comes periods of boom and bust. Tim Johansen, Managing Director – Real Estate Finance at...
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Two pathways to performance

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson,...
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Why we invested in AMP

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very...
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Why we don't own retail

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...
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Applying Buffett’s “Rule 1” of investing

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...
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Australian corporates feeling the pinch

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...
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Reasons to invest in this consumer disruptor

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...
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A financial incumbent reborn

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...
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Getting ready to grow the short book

When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank...
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Are you paying too much for tech stocks?

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity...
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Two fundamental rules of property development

The lending practices of the major banks have come under pressure in the wake of the royal commission. It has proven to be a tailwind for an emerging breed of...
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Don’t rule out a U.S. downturn

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...
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Macquarie: Defying the headwinds on the way to $150

Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment...
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Public markets are just the tip of the iceberg

Private markets used to be just a stepping-stone to public markets, where the really serious capital was available. However, as Frederick Pollock, MD of US-based...
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Don’t sell at the wrong time

More than 10-years on from the GFC, investors are getting nervous again. Spikes in volatility are becoming regular, and the phrase “late-cycle investing” is becoming...
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Two ways to add a defensive tilt to your portfolio

Want to stay invested in shares whilst also taking a defensive position? We spoke with Nikki Thomas, Portfolio Manager at Alphinity about adding a defensive bias...
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The great myth of emerging companies

One of the great myths of investing in unlisted companies is that investors will never be able to exit the investment. But Jonathan Pearce, Portfolio Manager at the...
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A blue-chip in the making

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring...
XRO
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Finding stocks that perform through the cycle

Nick Griffin, Chief Investment Officer at Munro Partners, says that earnings growth will trump macro uncertainties “time after time”. Stocks that can grow consistently...
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The key to success in emerging companies

When investing in emerging companies, it’s the quality of the management team that matters above all else, says Jonathan Pearce, Portfolio Manager at the CVC Emerging...
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Is the glass half full or half empty?

We asked Nikki Thomas from Alphinity to share one of the useful investing lessons that she has picked during her career. Rather than pointing to a specific rule she...
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Hitting the sweet spot of private equity

Private equity can provide investors with uncorrelated and compelling returns and diversification benefits. This has clearly been noticed by the highly successful...
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Finding the next Afterpay (before it lists)

Producing outsized returns requires doing something differently to other investors. One way of achieving this is by investing in companies before they list on the ASX...
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Here's why you should think twice before selling

It’s never been easier to trade. It’s cheaper than ever, you have unlimited access to information, and you can execute a trade from the device sitting at your...
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