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The low interest rates of recent times along with periodic turmoil in investment markets has provided us with a reminder of the importance of the income (cash) flow or...

The concept of ‘herding’ is a powerful lesson that investors should not ignore. Herding is the bias that can lead investors to follow the crowd, whether they genuinely...

Within the latest inflation figures lies some critical data: While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher...

In the AFR today I examine whether Aussie housing is cheap or expensive and conclude that all roads lead to your view on interest rates---if you think that rates will...

Removing a company's debt burden can mark a turnaround for the share price, and in this wire, we discuss this and highlight three examples including one currently in...

These days the challenge in writing an outlook piece for the stockmarket is to try and avoid rehashing the same supportive comments for global equities. I guess a bull...

When it comes to skiing, kids seem to feel no fear on the mountain – recklessly racing down the slopes, even doing jumps. Adults, on the other hand, seem to feel...

In my 30 years as an analyst and fund manager, I have seen recurring business situations and patterns of behaviour that often lead to mispricing by the market. This...

Earlier this month Atlas sent out the tax statements for the Atlas High Income Property Fund, and for a relatively straightforward fund with a simple tax structure...

Pact Group Holdings (PGH) is a provider of consumer and industrial packaging solutions in Australasia and Asia. The Company operates across seven countries and is the...

The Australian housing sector is critical for both the economy and stock market. New dwelling construction and renovations create jobs and rising house prices creates...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...