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Finding under-researched opportunities on the ASX is tough these days, but with enough digging, there are still some gems to be found. Todd Guyot, Portfolio Manager at...

Some wonderful examples of entrepreneurial drive and global innovation can be found in the burgeoning New Zealand startup community and emerging listed companies. Here...

With over 2000 companies listed on the Australian Stock Exchange, it is impossible for an individual to be adequately across all the businesses in that investment...

Axsesstoday provides finance solutions to the rapidly expanding small business lending market. Founded in 2012, the company’s loan book has grown exponentially to over...

The spot uranium price ticked up again last week and growing 2019 demand suggests further upside. In this wire, Greg Peel discusses improving prices, the US conundrum,...

April was a volatile month indeed – or so you would think if you have been following the news. While sensationalised reporting generates readership, a comprehensive...

Why is disruption working as an investment strategy? Is it actually different this time or just an extended build-up to a new tech crash? The rules of investing say...

Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing...

Gold prices have steadied in the last few trading days, after correcting over the last month in the face of a rallying USD, and a sharp unwind in speculative...

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a famous quote attributed to Ray Kroc, the founder of...

Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of the Giro. First, elections in March proved...

The narrative we see at the moment is for a US-led, global recovery. However, the U.S. economy is at 2% inflation and 2% growth. Both times we had these conditions in...

Disruption. It's a word that we hear a lot of these days, but how many companies can claim to be truly innovative in their industry? Essentially what we're investing...