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In the AFR I reveal that luxury home values are tanking, particularly in ultra-high-end beach-side suburbs like Sydney's Palm Beach, and then unveil our new hedonic...

An impressive performance from the local market yesterday after some very poor leads from the previous day. The index rallied strongly from the early morning low of...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including GMG Group and Link Administration with...

We provided some detailed thoughts on Telstra this time last year. Since then, Telstra has underperformed the broader market, the company’s strategy has dramatically...

A group of factors that supported the equity bull market for almost a decade, including excess liquidity, low volatility, and low rates, are now unwinding in a...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance, Sonic Healthcare, Origin...

A question I am being asked a lot at the moment is: Where are we in this most atypical of economic cycles? I tend to think we are in the late cycle of the economic...

A quick recap of the last twelve months. In January this year we highlighted how the strong performance in the Small Caps sector had been led by a very narrow number...

Appetite for alternative defensive allocations continues to grow as investors seek new ways to preserve capital and generate stable income. This is supported by a...

"Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves." Peter Lynch ...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group, CSL, Woodside...

If there’s one thing the market’s not short of, it’s noise. With newsreels looking for a quick sugar hit, it’s easy to get clouted in the latest headlines. For...

In the rough and tumble of investment markets its very easy to get distracted: by talk of the next best thing that will make you rich, by the ever-present predictions...

Weeks of quiet trade in the Australian dollar ended abruptly on Friday as AUD/USD sank under 73 cents to lows dating to January 2017. Turmoil in Turkey was the...

Catherine Wood, CEO and CIO at ARK Investment Management (ARK), invests on the cutting edge of robotics, energy storage, next-generation internet and blockchain...

Over a 12-month period, 35% of the companies in the S&P500 saw their share price change by more than 50%. 73% saw their share price change by 30%. That volatility is...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger, Domino’s Pizza, Cochlear and...