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When Sony’s co-Founder, Akio Morita, passed away in 1999 there was no forewarning of how bad things would become. The company he had built over 50 years had grown to...

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared...

In meeting with clients over recent months, one of the common questions I’ve been asked has concerned the potential “income shock” to be faced by households given the...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos, Flight Centre, South32, Qantas...

What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...

After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit...

For the last two calendar years, the Australian dollar has defied our expectations for weakness. But after hitting $US0.81 in January it’s been trending down as US...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Carsales.com, Lendlease Group, Sydney...

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...

Graftech International (“Graftech”) has had extremely low returns on capital over the last decade, is highly leveraged, and has no pricing power. So why is it one of...

What exactly is a defensive asset? The answer to this depends very much on who you ask. For some people the priority is liquidity so just holding cash might make...

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked...

Australia's premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Oil Search, BHP Billiton, Scentre Group,...