podcast wires

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk,...

I hate losing money, as most do, however being prepared to put capital on the line, to take a risk, and at times come out on the wrong side is the reality of...

With a market cap of more than $200 billion, Novartis is one of the largest pharmaceutical companies in the world and a leader in developing trusted innovative...

The rotation into low multiple - or value - stocks has gathered pace in recent months following an acceleration in the vaccine rollout, combined with additional...

What's the first thing that comes to mind when you hear "shorting"? For me, it's every finance fanatic's favourite film The Big Short. Or, if you twisted my arm, the...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...

Here's a little sizzling fun fact for your Friday after-work drinks. There is now more than $102 billion invested in exchange-traded funds (ETFs) in Australia, with...

There are so many things in life that remain unanswered: how to cure hiccups, why time runs in only one direction, why there is only one word for thesaurus. However,...

In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of...

The latest version of Coolabah’s Complexity Premia podcast, hosted by myself and Ying Yi Ann Cheng, is live where we discuss key developments in macro markets,...

The VIX is uncharacteristically calm at the moment. Since rocketing to an all-time high of 82.69 in mid-March - which was its highest level since its inception in...

They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and...

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic...

Since inception in 2006 to a now A$100 Billion asset management firm, Magellan Asset Management is recognised as a star performer in global investment markets. In...

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...

All investors are at the mercy of interest rates. As interest rates go down, asset values go up, which has been a huge supporter of returns in recent years. But it...

Everyone loves a bargain. It's what sees us stampede shopping malls on Boxing Day, walk the extra block for a cheaper coffee and celebrate with abandon when we...