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After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...

At Skerryvore, we define risk as the permanent loss of capital. Assessing this risk begins with understanding the people who are responsible for capital allocation at...

You could say this is a big week for failed start-ups. Elizabeth Holmes of Theranos is to be sentenced this week - facing up to 20 years in prison. Sam Bankman-Fried...

For more than two years, the world's largest emerging market has been essentially closed off to the world. A myriad of uncertainties around its property market's...

Steel is the world’s most important engineering and construction material. Unfortunately, producing steel accounts for 8% of global CO2 emissions. Decarbonising...

At this point in the cycle, we believe risks are asymmetrical and skewed to the downside regarding government bond yields. With the Federal Reserve expected to pause...

Over the weekend, China issued a sweeping directive to rescue its property sector. This was on top of further signs it is relaxing the COVID-zero policy. At face...

Value is back in high yield, but rising macro headwinds are causing significant volatility in the asset class. To navigate this more challenging environment,...

When considering an investment, most investors think about buying a piece of something that is expected to grow in value – shares in a business, property, or...

One of the key roles of fixed income allocations within multi-asset portfolios is to act as a diversifier for more volatile exposures, such as equities. Yet despite...

The last time Australia had a full formal meeting with the Chinese President was in 2016. A more hopeful time when we'd signed an extensive free trade agreement only...

This interview was originally published on October 12 2022. Lanyon Asset Management has been a pro bono fund manager for Future Generation Australia (ASX: FGX) since...

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...

As a long-time card-carrying member of the economics fraternity I don’t say this lightly: economists are idiots. Worse still, the forecasts made by the economics...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Property assets have been swept up in this year’s sell-off. On the face of it, it’s easy to see why. When rates go up, property assets get hit hard because property...

With 2023 about six weeks away (I know, where did all that time go?), the biggest research houses in Australia are starting to drip-feed their respective outlook...

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...

Shane Oliver believes that during the year to come Australia will likely avoid a recession (see, for example, Seven reasons why Australia should avoid a recession, 9...

This interview was originally published August 12, 2022. Can you describe your investment style? Munro Partners is a global growth investor, so our job is to find the...