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Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set...

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which...

Believe it or not, sheds and beds are the two places top commercial property investors would put their next dollar. Or, if recent transactions are any guide, their...

Substantial outflows from emerging markets ETFs, driven by US Dollar strength, triggered large and relentless selling in the largest index weightings in Hong Kong...

The markets continue to look like Louis Vuitton – where the glamorous and sparkly are eye-wateringly priced compared to the ordinary. Wealth inequality means an...

Munro Partners is an absolute return manager with a core focus on global growth equities. We target meaningful returns after all fees, and utilising our proprietary...

Even after its aggressive 2-year decline Domino’s (DMP) is still trading on a relatively expensive 30.6x valuation based on 2018 earnings while yielding just over 2%...

High yield bonds can offer a similar return profile to equities, but with 40% less risk. In this short video, Vivek Bommi, Senior Portfolio Manager at Neuberger Berman...

Considering JCDecaux’s $1.2b acquisition of APN Outdoor, at an EV/EBITDA multiple of 13x, we thought it would be timely to introduce you to an Avenir portfolio...

Offshore earning companies offer leverage to larger markets with the potential kicker in the form of a currency tailwind. The AUD has fallen from above 80 cents in...

As 26th President of the USA, Teddy Roosevelt said, “In any moment of decision, the best thing you can do is the right thing…the worst thing you can do is nothing.”...

While equity index returns over time broadly match a normal distribution, returns from individual stocks are highly positively skewed. Skewness increases with the...

With ten stocks comprising up to 75% of the portfolio, Adrian Warner from Avenir Capital is well versed in concentrated investing. He outlines his strategy here, using...