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It has been an incredibly ugly period for funds management in recent months, albeit a very informative one for their investors. Unfortunately, the market environment...

Given the reputational damage suffered by the big four Australian banks throughout the Banking Royal Commission hearings, many bank customers and investors are looking...

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand company Hallenstein Glasson Holdings (NZSE:HLG). ...

The housing cycle and house prices always incite high interest in Australia. Until recently it was all about surging prices and poor affordability – particularly in...

In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...

The market rallied today, following on from yesterday’s 20 point grind higher to add another ~40 points today. Buying was seen across the board with banks, resources,...

Seth Klarman, CEO and Portfolio Manager of the US-based hedge fund, Baupost Group, has been touted widely as “the next Warren Buffett”. The nickname The Oracle of...

Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset...

As Trump pressured China with trade wars, manufacturing indices around the world showed steady declines. I attribute this to falling business confidence, leading to...

The market turmoil that began in early 2018 intensified later in the year, as the S&P 500 Composite Index declined nearly 20% between its September peak and late...

Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold...

My investing was never the same again after I discovered this. The hidden power of fundamental inflection points radically improved my investing results. Some...

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there...

The ASX edged higher with most of the gains coming late in the day, strong buying in the match with light volumes and options expiry playing around with prices - some...

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...

Do you remember last year when US 10-year government bonds cracked 3%? I do. Everyone started talking about flattening yield curves, a potential recession in the US...