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With the February 2019 reporting season upon us, we were interested to see that one of the largest holdings in the AMP Capital Australian Emerging Companies Fund plan...

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's...

Another day where sellers dominated for much of the session, although it was choppy and early weakness was offset by better than expected jobs data out at 11am. That...

Reading the financial press about the outlook for 2019? If so, you’ve probably got another reason to stay on holiday for as long as possible. According to some, an...

Our conclusion upfront. Simply put, for the patient capital, emerging markets are looking attractive at current levels given the de-rating seen in 2018. High quality...

We witnessed an almost perfect “about face” last year from most of the market on interest rates with the start of 2018 all about rising interest rates / bond yields on...

Investors have likely heard asset allocation specialists advise increasing portfolio exposure to 'alternatives' given the current market conditions. Invesco's...

The hail storm that hit Sydney late last year made a lot of headlines, but has not changed our fundamental view that insurance is an attractive sector in the current...

Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...

East Coasters can learn a lot by looking West - the home of the Boom & Bust! Because West Australia's economy is typically driven by the mining sector, it is very...

Each half, as part of our outlook for the coming six months, we provide a series of “anti-forecasts” for what will NOT happen over this period. In one sense, this is a...

Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts...

A weaker session today across the board with Asian markets trading in the red for much of the day, Hong Kong down around ~1.3% the hardest hit in the region while US...

The article below is Narrow Road Capital's submission to the current APRA consultation process on bank capital levels. APRA has rightly recommended that the major...

I explicitly began my investing education by reading what is considered the bible to value investors: Security Analysis by Benjamin Graham. To be honest, I couldn't...

In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the...