popular wires

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...

In the past quarter, we have seen a significant divergence between the performance of the US stock market compared to emerging markets and Europe. Donald Trump’s hard...

Following the latest move by the US Federal Reserve (Fed) to lift the Fed funds rate to between 2% and 2.25%, the spread between the US and Australian cash rates has...

The problem with the entire residential narrative is that it is based on short-term perspectives. Taking a long-term view, house price growth over the last six years...

I've written a column summarising our valuation views on NABHA, which are excerpted below (click on that link to read the full column or AFR subs can click here). We...

Residential property data have been increasingly bearish over the last six months. However, Andrew Schwartz, Group Managing Director at Qualitas, which invests across...

Looking at news headlines, there seems to be a growing consensus of an impending recession by 2020. To support this view, many have pointed towards a flattening yield...

This week I celebrate my 60th birthday. Therefore, I feel intitled to take liberties and reflect on some history, as well as my thoughts on the Wentworth bi-election....

The recent debate over austerity has been profoundly one sided. Articles by Paul Krugman, Robert Skidelsky and Ryan Cooper have taken on a victory lap tone for the...

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months' worth of gains. With...

With all the focus on residential property, investors could be forgiven for forgetting that other property classes exist. But between office, industrial, retail, and...

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...

Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was...