podcast wires

Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and...

The world’s largest payment network, which facilitates more than 6000 transactions every second, is in the front seat of the digital payments revolution. VISA (NYSE:...

The past month has been pretty brutal for commodities connoisseurs. After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone,...

The prophets of doom are blowing their recession horns. Accordingly, investors want to hold assets that can act as bulwarks against whatever's driving recession -...

It is widely accepted that the world is on a path to a new energy mix. How and when we get there is far less certain, and it presents investors with abundant...

Companies with proven track records of delivering high returns on equity are sought after. And rightly so. Compounding gives exponential returns and is the holy...

In challenging times, the quality of management is paramount to ensure that shareholders capital is well looked after, and companies can survive the battles. Solid...

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...

When threats are lurking, with size comes safety. Just look at birds: the larger the flock, the less prone they are to predators. The same applies to investing - when...

With rates on the rise, higher inflation and wages below expectation, has Australia's central bank panicked by hiking rates by 50bps, the largest monthly move in...

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...

Imagine for a moment that you had a clean sheet of paper from which to build your investment portfolio from the ground up. Would that rebuilt portfolio look the same...

Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these...

With U.S. tech under mounting pressure in 2022, Meta (NASDAQ: FB) has been one of the highest-profile companies to fall foul of investors. After scaling all-time highs...

Infrastructure investment is a long-term activity, so it pays to identify areas of potential and start talking to governments early. That’s the methodology employed by...

The highly regarded (but under-reported) founder of Cooper Investors recently broke cover during an interview that traversed a wide range of topics. His flagship CI...

When volatility is up and risk appetites are down, small caps invariably take a hit. Investors will naturally gravitate towards more liquid areas of the market.  But...

Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid...

Global markets are in a world of hurt. This week the Dow Jones Industrial Average nose-dived 1,100 points - its biggest loss since 2020. For all but those with the...

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...