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In 2007, Simon Doyle found himself in a tricky situation, confronted by a room of agitated investors. The returns of his portfolio, whilst positive, had not kept up...

Often it's said that finding investments in the small cap market is akin to walking along the beach turning over rocks in search of gems. It's an endless task and one...

Chris Watling from London-based Longview Economics has been a vocal bear for some time and recently called for an Australian recession. The real question now though is...

Coolabah developed the world's first compositionally-adjusted, or hedonic, regression-based index of RMBS default rates, covering all prime deals that Bloomberg...

The local market finally conceded to the growing murmurs of weakened global growth outlook today, giving back much of the week’s gains – although still managing to...

The world of private equity is all around us, from old economy brands like the Hilton Hotel Group, Cadbury Schwepps and Lorna Jane, to more recent examples like Dell...

In the second episode of Livewire’s exclusive series featuring Magellan Asset Management Limited Hamish Douglass and Andrew Clifford, our guests tackle the questions...

Much has been made of Australia’s nearly 28 years without a recession. Despite many seeing recession as inevitable in response to the 1997 Asian crisis, the 2000-2003...

The reporting season in Australia completed in February. Overall, reporting season exceeded low expectations, with consensus June 2019 forecasts being upgraded...

RBA Governor, Phillip Lowe, opened his speech at the AFR Business Summit this morning by saying “Australians watch housing markets intensely, perhaps more so than...

Given the notable rise in residential values over recent years, the sector has drawn an increased amount of attention as a real estate investment class. Australia’s...

More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief...

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...

Ritchie Brothers (RBA:TSE) is a Canadian auctioneer of earthmoving, oil rig, tractor and other heavy equipment. With a storied history after launching its auctioneer...

Not a lot across the ticker today although the local market continued to outperform both the US and other regional markets – the sugar hit of lower rates still working...

Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new...