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The Australian retail environment remains in a tough position due to factors weighing on consumer demand along with discounting pressures from competitors. Annual...

Optimism bias describes the human tendency to believe that things will turn out better than they actually do. When it comes to investing, optimism bias can lead you to...

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...

It's worth reflecting upon the staggering level of international debt. Financial crises are invariably caused by debt. The Bank of International Settlement (BIS) has...

Local market ran out of puff again on weaker commodities and directionless global markets. Local trade balance was another miss and the currency took a step back. The...

Most know the success story that diamonds have been, however this has only been a relatively recent phenomenon, with the success story really only starting in 1938...

This blog from Brandywine takes a look a the remarkable similarity between the charts of 21 key commodities and indicators today, and those from 20 years ago. while...

With reporting season in full swing, we took some time out to catch up with Lennox Capital Partner’s James Dougherty and Liam Donohue to get their views on navigating...

A few investors have noticed Forager’s recent sale of our substantial holding in Reckon (RKN). We will provide more details in our September Quarterly Report, but to...

Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity...

Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are traveling...