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With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...

In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This...

In a matter of weeks, Wesfarmers’ demerger of Coles will be complete. Coles will be listed as a stand-alone business for the first time in 11 years. You may think that...

Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for...

Much has been written about the recent divergence of the Australian and US markets, with pro-cyclical fiscal policy (i.e. Trump’s tax cuts) the major driver behind...

This week Fidelity International launched its first Active ETF on the Australian Stock Exchange - the Fidelity Global Emerging Markets Fund (Managed Fund) ASX:FEMX....

October has proved to be a difficult month for risk assets. Global equities have fallen by over 9% led by the US (-9%) and Europe (-7%), with US technology...

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...

Every equities market cycle is unique, with different drivers and fluctuations, and different factors ultimately causing them to run out of steam. This note...

The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...