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TechnologyOne (ASX: TNE) trades on a high multiple, recently downgraded earnings, and the share price has been trending lower for the last year. Their full-year...

Global sharemarkets were firmer in October. Media marked the 30th anniversary of the October 1987 sharemarket crash, but the news stories failed to spook investors....

In this wire, I share the team's outlook for Australia's economy and equity markets. Corporate Australia delivered earnings growth of 18% in FY17, with the market...

For decades, the prevailing view of financial markets was one of rational actors creating efficient prices. In recent years, particularly in the wake of the GFC,...

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated...

One argument for not holding longer dated bonds has been that the process of normalising monetary policy globally risks triggering a ‘bondcano’. While there is always...

On 22 September 2017, Rio announced a A$2.5B share buy-back which includes A$700M as an off-market buyback and the balance being allocated to Rio Tinto’s existing...

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had...

After decades of disappointment, the investment environment is finally starting to look positive in Japan. Chad Slater, Joint CIO at Morphic Asset Management, says...

Economic news was strong in October, led by US Q3 GDP coming at an annualised rate of 3.0%. Quarterly earnings and sales for S&P 500 companies are beating estimates by...

In this video I discuss if investing globally is simply a case of buying the right megatrend? Demonstrating a text book lesson in understanding a megatrend and...

Imagine it. Your fund manager has just sold a stock that on almost every measure, from valuation and consensus to intuition and common sense, looks cheap. Why aren’t...

I’m sure I’m not the only one running the ruler over capital goods giant GE (General Electric). Still influenced by the rein of Jack Welch from 1981-2001, the company...

Greencape Capital is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth...

Tracking Kidman (KDR.ASX) through the Marindi (MZN.ASX) court case and beyond, has been rewarding for us in the Li space. It also focused attention on the EV/Battery...

Every month, we provide a snapshot of the Affluence Investment Fund portfolio to our investors. We always include the two following charts to help people understand...