Expert Insights

How to play the computer game thematic

When we asked Nick Griffin at Munro Partners where ‘The Next Facebook’ could come from, he pointed at video game stocks and cited Activision Blizzard as an...
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Interesting opportunities in financials

Omkar Joshi from Regal Funds Management believes that there are a number of interesting opportunities in the Australian financial sector. While he believes the major...
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3 key themes for bank reporting

Over the next week investors will receive financial updates from three out the four 'Big Banks' (NAB, ANZ, WBC). Omkar Joshi from Regal Funds says that margins,...
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Australian stocks a better bet

David Wanis, Portfolio Manager at Schroders Australia discusses where to find value in global markets today. While all markets appear fairly fully-priced, David makes...
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Finding the next Facebook

Nick Griffin, Head of Investments at Munro Partners, says the network effects at Google, Facebook, or Amazon are now so strong that only regulation could break them....
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The coming confession for retail stocks

Australian retail stocks are yet to feel the full force of disruption from ecommerce, explains Nick Griffin, Head of Investments at Munro Partners. Retailers rely on...
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Why we’re avoiding listed property

Property has had a stellar run in the last few years; the ASX 200 A-REIT Index is up 40% over three years compared to the broader ASX 200’s 10%. Meanwhile, surging...
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Don’t ring the bell on emerging companies just yet

While most smallcap indexes around the world tend to trade at a premium to their associated larger cap index, the Australian market is an exception. Smaller companies...
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Two sectors that look expensive

David Wanis, Portfolio Manager at Schroders Australia, explains how he is looking at the current investment landscape and highlights two sectors that he believes are...
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Is the US-market due for another rally?

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...
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Where are we in the banking cycle?

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...
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Paul Moore: It’s time to think differently

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...
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Don’t lose sight of the 'big picture'

Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight...
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Identifying low-risk, high-growth opportunities

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can...
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Why Sirtex could triple in short order

James McDonald, Chief Investment Officer at Hunter Hall, likes to look past the small gains and target investments that could double. With three major clinical trials...
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What makes a great company?

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, sees some common characteristics among the management teams of great companies. A deep...
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How to avoid the next Slater & Gordon

Australia makes up just 2% of the global economy, so for companies looking to grow into a large market, it’s natural to look offshore. But following the challenges...
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Is the yield trade really over?

Over the past 12-months, the 3-year Australian Government Bond has risen just 21 basis points from ~1.8% a year ago, to 2.01% now. For an average retiree with an...
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The balance sheet red flags a forensic accountant looks for

Some stock pickers are diversifying into riskier areas such as emerging markets and deep value situations to boost returns. There is definite upside, but also...
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A bear market outside of banks and resources

While we have a few months yet for the banks’ results, the resource sector has produced some of the more surprising numbers so far this reporting season. Rio Tinto’s...
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One thing the market is overestimating

Expectations of increased infrastructure spending in the US have added fuel to the resurgent prices for commodities such as coking coal and iron ore. Alex Duffy from...
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Two critical signs of a dividend trap

Rising inflation is making headlines but the reality for income-seeking investors is that returns on traditional yield assets remain at record lows. With the real...
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How to handle a major sell-off

Owners of high-quality, growing business are starting to look a little nervous following the high-profile falls of Aconex, Bellamy’s, Blackmores, and more. Hyperion...
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Where are the best prospects for dividends?

Dr Don Hamson, Managing Director of Plato Investment Management, says the best prospects for dividends now sit with Australia’s big iron ore miners. From a highly...
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What can you learn from broker research?

The consulting firm Quinlan and Associates recently estimated that brokers publish over 40,000 research reports globally each week. With reporting season in full flow...
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