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The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

Shares in GWA Group (ASX:GWA) have pulled back during the last few months and seem to be finding support after their recent AGM. Are we seeing a buying opportunity...

As a professional investor, it may surprise some to hear that when it comes to investing, most of the time I lack clarity. Genuine, unequivocal, definitive clarity....

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....

Livewire recently teamed up with the University Network for Investing and Trading to hear investing ideas for some of Australia’s brightest university students. We...

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs,...

As investors, we can get caught up with the new and snazzy. The world is definitely moving on at speed, but it’s generally technology that gets most of the attention....

The ASX200 roared over 6000 on Melbourne Cup Day. The question is: “Have fund managers and “shorts” finally capitulated to the market's strength on Cup day creating a...

Macro analysis often gets a bad rap these days. Fund managers often prefer to associate themselves with value investors like Warren Buffett, who famously deride the...

Following the 2017 annual reporting season Schroders has again surveyed Australian brokers to gain insight into their asset allocation views. The inaugural survey six...

I love it when ASX-listed Life Science companies generate pleasant surprises. For the last year or so we at NDF Research have been following Dimerix, a drug developer...

While FY18 is barely underway the microcap and small caps indexes have got off to a flyer, significantly outperforming large caps indexes. Although most microcap...

At the Bank of America Merrill Lynch AREIT conference in Sydney, panels discussed how to keep the mall relevant, the strength of the Sydney commercial market, policy...

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...

Today NDF Research initiates coverage on Novogen, a Sydney-based cancer drug developer whose lead compound, soon to enter Phase 2, is GDC-0084, for the treatment of...