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There are three factors that need to be present when we consider an investment in a resource company: low commodity prices, a declining supply, and poor sentiment. On...

Australia's education sector remains in structural growth mode after many years of solid growth. We see 3 key drivers of long term above GDP growth in the sector: ...

BANG, stocks hit -85pts today following the weak US markets down the slide. Commodities saw most selling while the Energy names dropped out of favour. Selling was...

Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics...

So much energy and focus are devoted towards finding new investment ideas. However, knowing when to sell receives far less attention, yet is undoubtedly one of the...

The global population is on track to hit 9.1 billion people by 2050 and we know, with a high level of certainty, what the breakdown of that population will be. When we...

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could...

Last month Axsesstoday (AXL) was on its way to becoming a market darling. Today it is suspended from trading. The CEO is gone. The stock was already down by a third...

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...

Asia is the most technology-heavy region in the world. Technology companies currently make up ~32% of the MSCI Asia ex-Japan Index compared to only 26% of the S&P500...

Since the beginning of the year, the Trump administration has announced a series of increasingly aggressive trade policies. While much remains uncertain about the...

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...

The ALP proposal to limit refunding of franking credits will clearly impact pension phase self-managed superannuation funds (SMSFs). We believe it has the potential to...

Today I argue that the Hayne royal commission's interim report is flawed in several respects that will force lenders to hike mortgage rates and reduce access to credit...