Expert Insights

Just how defensive is your portfolio really?

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...
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An ‘absolutely massive’ investment thematic

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...
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One stock that passes the Firetrail filter

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...
QAN
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Taking emotion out of the franking credits debate

The ALP’s proposal to ditch franking credit cash rebates evoked an emotional response from self-funded retirees, sparking substantial analysis and debate on the issue....
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Benefiting from bad news

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...
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How is corporate Australia holding up?

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...
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Planning for the next 10 years

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...
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Just a taste of the volatility to come

Sudden outbreaks in volatility through this year have spooked the equity markets, and investors are questioning if more is to come. We spoke with rate market expert,...
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Turn a threat into an opportunity

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....
CPU
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Why rates will struggle to rise

Chris Rands, Portfolio Manager at Nikko Asset Management, believes that rates are unlikely to rise significantly from current levels. With debt at very high levels...
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Abundant opportunities on the ASX

A popular narrative, for many investors, has been that good ideas are becoming harder to find as the current bull market grinds higher. Patrick Hodgens, Portfolio...
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Taking advantage of market volatility

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says...
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How much left of this bull market?

This bull market is now one of the oldest on record, yet reasons to be wary of it are growing. We sat down with Matthew Haupt, Portfolio Manager at Wilson Asset...
WLE
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Is the downside priced in for Telstra?

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to...
TLS
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The big trends in dividends

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...
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Two risks rising in the background

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks...
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How to prepare for a ‘doomsday scenario’

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...
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The biggest structural value trap today

If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...
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Lithium producers as takeover targets

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...
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A big night out for credit markets

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...
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Where the bush fires start

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...
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The only free lunch in finance

There are no free lunches in finance, but for Australian investors, franking credits can be the next best thing. Luke Cummings, Chief Investment Officer at Harvest...
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There's value emerging in bonds

Stuart Dear, Deputy Head of Fixed Income at Schroders Australia, believes that value in bonds has improved in both absolute and relative terms. The yields on offer in...
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The perfect deal and how to find it

An unconditional offer is the holy grail of mergers and acquisitions, but such deals are rare, says Luke Cummings, CIO at Harvest Lane Asset Management. In this short...
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Stacking the odds in your favour

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited...
APT
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