popular wires

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...

Revasum manufactures a portfolio of precision solutions that are integral to the manufacturing of semiconductor wafers. The company’s portfolio includes – polishers,...

This year’s Wilson Asset Management shareholder presentations marked a changing of the guard at the firm; for the first time in nine years, the meeting was not...

Investors continue to use technology companies as a proxy for risk, but we need to consider the value of individual stocks in the sector. As we survey the recent sell...

US equity market returns have outstripped other developed markets by around 7.5%pa over the past eight years, reflecting more rapid growth in earnings than other...

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...

One of the challenges with artificial intelligence (AI) is that its implementation is so ubiquitous and its applications so broad that it’s easy to be over-awed by its...

In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we look at how an ageing...

A year ago, the property boom was showing signs of fading and we expected property prices to fall in Sydney and Melbourne by around 5-10%. Home prices were overvalued,...

In 2011 a dramatic shift occurred throughout the developed world — working-age populations began a multi-decade decline. Demographic shifts in an economy like this can...

The market corrections in February and October should be a warning to investors that the stock market is highly cyclical. It was inevitable that ‘growth’ stocks, which...

We review all divestments since the year 2000 by top 100 listed companies in Australia and the manner in which they were implemented. We observe that: ...